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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jun 8, 2022

Show clients flags on ledger

Allow me to view the client's flag(s) when on their ledger.
App Type TheraNest App
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  • Jessica Miro
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    Jan 17, 2024
    This is so important, and should be easy to do! The flags are meaningless if you can't see them on the ledger as 90% of the time they're billing related. Please add them to client's name header or something so they're visible everywhere.
  • Guest
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    Jan 26, 2023
    This is such a valid point - we have made errors in billing as well d/t this.
  • Guest
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    Jan 26, 2023
    Please allow us to see flags on Ledger instead of having to go to the details page each time.
  • Guest
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    Dec 2, 2022
    Please allow us to see flags on Ledger. It is costing me a lot of time to have to go to the details page!
  • Guest
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    Nov 30, 2022
    Begging for this! It is becoming a motive to switch EHR's.
  • Guest
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    Oct 21, 2022
    For client on a payment plan this would appear when applying payments and processing copays.
  • Guest
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    Jun 27, 2022
    Hi there, we've been using Theranest for many years and want to make a plea to please please please add the flag feature to also show up on the ledger page. We need this to note payment plans, how much is on their deductible, when clients need superbills to be sent to them after insurance processes the claim, etc. It would be so very useful to us in so so many ways. I think flags has attempted to be useful this way (and it really could be) except that you can only see them in the Agenda view and scrolling down on the client details page which is honestly not super useful. We use the calendar view to bill (because you can right click and open it into a new tab which is highly useful when billing many invoices, and bulk invoice billing doesn't work for us). But if you had client flags visible on the ledger page that would be LIFE CHANGING. I cannot highly recommend that enough. Please add that feature. Just anything to the ledger page to have more information about specific needs for that client. Please please please.
  • Guest
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    Apr 14, 2022
    The flags are great. Could we see them on the billing info and ledger pages?