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TheraNest App

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314 results found

  1. Email payment receipts

    After I process a client's payment, allow me to email them a copy of their receipt.

    37 votes

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  2. Add a feature to track invoices and client statements by number

    I would like to be able to run a report by invoice number. This way I can be sure that all invoices are accounted for. This would be especially helpful since we have two clinicians and two locations that generate invoices.

    37 votes

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  3. Separate client and insurance balance due on client details page

    Show whether the credit is a client credit or an insurance credit rather than lumping them together.

    34 votes

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  4. Edit CMS 1500 form

    Allow me to edit and save changes to the CSM 1500 claim forms. Some payers require certain options to be highlighted on the form in order for it to be processed. The only way to do this is to manually edit the claim after it's been denied and resubmit.

    31 votes

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  5. View EOBs in TheraNest with Apex

    It would be great to view the EOB in TheraNest not just the ERA adjustments. You can view these through any clearinghouse, however since Apex is integrated in TN we cannot view the actual EOB. It is easier for some to see the EOB in a pdf rather than looking at the adjustments on the invoice.

    29 votes

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  6. Accept payment when editing an invoice

    Allow me to apply a payment when editing the invoice so I don't have to go back to the Ledger.

    29 votes

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  7. Select email address when sending superbill

    If I see a patient (child) but send their superbill via email to another person (parent), I would like to have email addresses for both in my database. When I go to email superbill, it would help if I could pick which email address from a drop-down menu to send to.

    29 votes

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  8. Store default invoice footnote

    Allow me to set a default message that appears on all invoice footnotes so that I don't have to type it in each time.

    28 votes

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  9. Incorporate reason codes on ERAs

    If you could also show the reason codes for denied or adjusted claims on the uploaded ERAs that would save us from having to go back and forth to our processor. Thank you!

    28 votes

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  10. One-time payment link for entire balance

    It has been mentioned before but for some reason I can't add my vote to support it. PLEASE make it possible to send a 1-time payment link to a 3rd party for the total client balance due. Having to send a separate link for each invoice is a pain for both our end and the payer's end. It's also confusing for them! Thanks.

    27 votes

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  11. Customize Superbill template

    Option to edit the template on the superbill. It will make this option so much more userfriendly!

    27 votes

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  12. add area for insurance adjusted rate

    when recording payments from insurance companies, the eob includes their adjusted (less paid) amount. this should not be recorded as a write off but an insurance adjustment. write off is a debt expected but not paid. Add a link next to write-off that says adjustment.

    27 votes

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  13. Apply a discount to a client's invoice

    Allow me to apply a discount to a client's invoice. For example, the line item might read something like "25% discount" and show the amount that is deducted from the total.

    26 votes

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  14. Update credit card expiration date

    For saved credit cards that have expired, allow me to update the credit card expiration date without having to re-enter all the credit card information.

    26 votes

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  15. Add ability to invoice half and quarter unit increments

    For service codes we really need to have unit increments starting at .25. We could then then chose "bill .5 units" each time this service is performed.

    We need this for .5u .25u .75u 1u all the way to 2u's. I hope this happens soon! Thank you!!

    24 votes

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  16. Have a Pop Up Remind of positive Balance

    When charging clients, it could be really helpful to have a pop up that said "this client has a positive balance of $--". This would help to remind to use funds overpaid from previous sessions when charging clients.

    24 votes

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  17. Customize order that service types are displayed

    I think it would be great if you could order service types however fit best for your practice. For me I would like to have the Free Phone Consultation at the top. To go a step furhter I would LOVE it if there could be a seperate log in for client scheduling a free phone consult then for current clients. This way potential clients are not able to schedule a intake appointment without appropriate screening.

    23 votes

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  18. Send payments to multiple bank accounts

    Ability to have more than one bank account that will receive the payment when accepting credit payments. This can be based on user log in.

    This is useful when operating under an umbrella company but individual providers are sole proprietorship with their own business accounts.

    23 votes

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  19. 21 votes

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  20. Track client's deductible

    Allow me to track a client's deductible in TheraNest so I know when they are close to reaching their deductible.

    21 votes

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