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Send invoices, superbills, statements through Client Portal

Allow me to sent a client's superbills, statements, and invoices to the client portal where they can view and print them. Sending them through the portal would save me paper and ensure confidentiality.

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Linda Crossley shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminSarah M (Admin, theranest) responded  · 

Clients can now download and print invoices and superbills from the client portal! Check out our release notes for more information.

This release does not include statements. If you’d like your clients to also print statements from the client portal, please vote for this idea on our feedback forum: https://theranest.uservoice.com/forums/914047-theranest-client-portal/suggestions/44273907-allow-clients-to-print-statements-from-the-client

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  • Francesca Diefenbach commented  ·   ·  Report

    It would be great if we could email Superbills directly to clients' portal inbox for them to retrieve.

  • Caitlin Mosman Block commented  ·   ·  Report

    As we all go online this is essential. These messages should be going through the portal since they include diagnose. Clinicians would typically NOT put that in an email. Some clients may prefer via email so might want to keep the option but most therapists would choose the portal as the only option to reduce their own liability risks.

  • Rachael Eichhorn commented  ·   ·  Report

    So this is from 2016. Is it up and going and I am just missing the information?

  • Linda Crossley commented  ·   ·  Report

    Not only is this a great idea, it is mission critical to be HIPAA compliant, as email is not.

    Please prioritize this feature/functionality as soon as possible.

    Thanks!

  • Vanessa Kensing commented  ·   ·  Report

    This would be a great feature and help reduce time spent individually sending to each client.

  • Christiana Awosan commented  ·   ·  Report

    I agree! This would be very helpful, if client can actually have the option view and print their superbill once the invoice is paid. This feature will save me a lot of time and energy. Thank you!

  • Jeanene Wolfe commented  ·   ·  Report

    I agree, having it optional to include superbills in the patient portal would be great. I would want it optional though so the client can't print it if I need to withhold it for any reason such as if they have a balance due.

  • Andrew Lundgren commented  ·   ·  Report

    Secure Invoice: Have clients use login credentials to view statements sent to them via email. Have clients receive a .pdf that is sent encrypted to them via email instead of an alert to staff that indicates they are about to send PHI via nonsecure means. Silly. My own doctor's office sends me an email with a hyperlink to click, then I am directed to the login and can safely view a statement. Secure safe protected.

  • Anonymous commented  ·   ·  Report

    I'd want to be able to send super bills how's the secure message or an attachment in the client portal. I don't want to have to print and scan or download them and upload them as an attachment. It would be great if this was a one button click feature.

  • Donna Massey commented  ·   ·  Report

    Instead of emailing statements to client's email address, send the file to their client portal inbox.

  • Danette Quigley commented  ·   ·  Report

    I've had a couple of Clients ask if they could print/download a Superbill via the Client Portal for submission to Insurance and HSA's. Would save me a lot of time as they tend to ask for an entire year at once.

  • Andrea Bross commented  ·   ·  Report

    please add the option of sending superbills through the secure inbox

  • Kyrstin Jimenez commented  ·   ·  Report

    It would be amazing to be able to send a client their invoice directly through the portal instead of the only option being to send it through email. It would protect their PHI and decrease an extra step of saving the invoice and then sending it as an attachment in the portal.

  • Lisa commented  ·   ·  Report

    I want to email client Superbill from ledger through HIPPA compliant email. will this be possible saving the step of having to print and upload?

  • Anonymous commented  ·   ·  Report

    Please allow clients to access all of their own superbill info and print it on demand - i need to be taken out of this loop!
    thank you!!

  • Mark Wolny commented  ·   ·  Report

    I would very much like to be able to send an email notification of a new item in one's client portal on the occasion of a new invoice to preserve confidentiality.

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