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TheraNest Ideas Portal
Status Completed
Categories Billing & Payments
Created by Guest
Created on Nov 24, 2021

Don't make me stay on the invoice after saving

Allow me the option to stay on the invoice after saving rather than forcing me to stay on the invoice.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    When working on an invoice, clicking the Save button will save the invoice and return you to the client’s ledger. Additionally, a new option is available under the Save button drop-down allowing you to save and stay on the invoice.
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  • Guest
    Reply
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    Dec 23, 2021
    We deal with Medicaid billing and often have to make claims notes or view a claim prior to submission. The new update that keeps redirecting us back to a client's ledger page makes that type of billing unnecessarily longer and more difficult. Please create an option to turn that annoying feature off.
  • Guest
    Reply
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    Dec 17, 2021
    The refreshing the invoice TAKES FOREVER. I make one change, hit save and have to wait for it to refresh to implement changes. I find myself trying to move on to the next task and it is decreasing my workflow efficiency. I don't know if I care if it stays on the page or not, I'm just not a fan of the refresh. There are other pages that you can make changes to and it does not require a refresh.
  • Guest
    Reply
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    Dec 1, 2021
    Over the last week, it has been difficult to create invoices and submit them to claims and causes a delay for the administrative team needing to save multiple times in order to return to the ledger or to click on returning to the ledger after waiting for the delayed refresh after clicking save the first time. This is not optional for any businesses and is not optional for our 5 offices.
  • Guest
    Reply
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    Nov 24, 2021
    With the implementation of staying on the invoice when you hit save it now refreshes with a full refresh of the page. I think this should be an option versus forced on to the client. The previous request for the change only got 5 votes to have that implemented.