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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Oct 19, 2021

Add notes to claims awaiting submission

Allow me to add notes to claims that are awaiting submission. I may be working some claims and waiting on things before submitting and I want to notate those claims so they don't get submitted.
App Type TheraNest App
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  • Guest
    Reply
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    Nov 6, 2023
    This is a great idea!
  • Guest
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    Apr 26, 2023
    It would be great to have a way to note/label or flag the claims in the awaiting submission file. Sometimes the claims are in the awaiting submission and I want them there to remind me that they need submitting however, there is a reason why I can't submit them yet. It would be great to be able to note that. It would also be great to have it right by the name of the client so that I or anyone submitting claims can see it and know not to submit it for whatever reason. Color coding the notes would be nice as well.
  • Guest
    Reply
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    Sep 20, 2022
    Is it possible to have a note section in the awaiting submission screen. I would like to be able to note what is happening with the claim and why it has not been submitted. Example: waiting on paperwork/ waiting on note to be completed etc. Thank you.
  • Guest
    Reply
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    Jun 16, 2022
    It would be nice to be able to put a note on a claim or claims in the awaiting submission section of the billing. For example - Needs DX, or Need to call Ins., Need to ask Therapist a question, Waiting on such and such. It would be nice to have the ability to put a note and have it shown by the name of the client or somewhere on that screen where you don't have to open the claim to see what is being done on it. Thank you