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TheraNest App

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317 results found

  1. Print invoice with linked progress notes in one PDF

    When I print an invoice, allow me to also print any linked progress notes with the invoice line items and have it all generate as one PDF.

    2 votes

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  2. Take me to invoice after processing payment from ERA

    When I'm working in the ERA Received tab, after I process a payment take me right to the invoice for the client.

    2 votes

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  3. Need only one Invoice for Group Appointments

    If the extra invoice doesn't get zeroed out, Invoicing can be complicated for groups. One invoice would be great!

    2 votes

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  4. Notate claims that have been auto-processed

    Notate which claims have been auto-processed so I can double-check to make sure the funds were received.

    2 votes

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  5. Stay on invoice after applying a write-off

    Allow me to stay on the invoice after applying a write-off.

    2 votes

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  6. Group appointments onto single claim from batch invoicing

    Allow me to group a client's appointments onto a single claim from batch invoicing so I don't have to go to the individual invoice to make this selection.

    2 votes

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  7. Reset invoice numbers

    Allow me to reset the invoice numbers or set the number from where invoices should start from.

    2 votes

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  8. Don't create claims for non-cpt services

    If I've added a non-CPT service to a client's invoice, don't create a claim for that service.

    2 votes

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  9. Don't refresh the invoice page after saving

    When I save the invoice, don't refresh the page because the refresh takes too long and interrupts my work.

    2 votes

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  10. View statement headings on all pages

    When I'm viewing a client's statement as a PDF, have the column headings show on each page.

    2 votes

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  11. Select payer when processing existing invoices in batch invoicing

    When I process existing invoices in batch invoicing, allow me to select which payer to add the claim to.

    2 votes

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  12. Show which card was charged last when applying a payment

    If a client has multiple saved credit cards on file, show me which card was charged last.

    2 votes

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  13. Don't collect copays for certain CPT codes

    There are certain CPT codes we don't collect a copay for (e.g., EAP benefits). Have a way for TheraNest to remind me or prevent me (and my staff) for collecting a copay if the client has an appointment with a specific CPT code.

    2 votes

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  14. Accept payment in other currencies

    Allow me to accept payment in other currencies or for clients to see the payment amount in their local currency.

    2 votes

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  15. Don't include write-offs in client transactions total

    It's difficult to identify the actual client payments on statements because write-offs are included in the Client Transactions total. Separate these into different columns, or don't include the write-off amounts in the total because it's difficult for clients and payers to identify what the client actually paid, since they are primarily looking at the total and not the line items.

    2 votes

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  16. Archive ERAs received

    Under ERAs Received, allow me the option to delete or archive ERAs.

    2 votes

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  17. Update services from ERA adjustment

    Pull the 'Client Amount Due' from the 'Invoice Adjustment' after an ERA has been processed so I don't have to copy and paste it.

    2 votes

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  18. Mark multiple ERAs as rejected/denied

    When viewing the ERA Received tab, allow me to select multiple ERAs and mark them as rejected/denied.

    2 votes

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  19. Change "write off" to another term

    Change the term "write off" to "adjustment" or allow me to customize it to a different term when working in the client's ledger.

    2 votes

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  20. Add tear off return slip to statements

    Have the statement include a tear-off return slip that parents can mail back to the clinic with their payment.

    2 votes

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