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TheraNest App

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313 results found

  1. Insurance Refund and Bulk Insurance Payment Posting

    We need to have a function that allows for negative payments to post (ie: insurance refunds) and to allow bulk insurance payment posting. These are essential to proper bookkeeping. How can this be completed. Our clinic cannot be the only one with this issue.

    14 votes

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  2. View client flags in batch invoicing

    Allow me to view client flags when creating or processing invoices in Batch Invoicing.

    13 votes

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  3. Add appointment status to statement-level superbills

    Allow me to include the appointment status when creating superbill-level details on a printed statement. We charge our clients if they cancel late or no-show. We also provide them with monthly superbills to submit to insurance and it could look like they attended an appointment when really they didn't. Having the appointment status would reduce the risk of potential insurance fraud.

    13 votes

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  4. Display supervisor and supervisee on superbills

    Allow me the option to include the name of my supervisor and supervisee on superbills because our state board requires it.

    13 votes

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  5. Apply payments and write-offs at the same time

    Allow me to apply payments and write-offs at the same time without having to save one and navigate to another screen to apply the other.

    12 votes

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  6. Apply payments/write-offs for archived clients

    Allow me to apply a payment or write-off to an archived client's balance without having to unarchive them.

    12 votes

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  7. Standard statement footnote

    Allow me to create a statement footnote that is automatically included on all statements so I don't have to retype the same thing every time.

    12 votes

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  8. Allow option for gross deposits

    Gross deposits has been taken away, but I'd like to have this option available. I prefer one deposit that shows my income, and then a withdrawal to show my expenses.

    12 votes

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  9. View claim history from ledger

    When viewing the client's ledger, allow me to view the history of claim so I don't have to go to the claim tabs and find it.

    12 votes

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  10. Customize template for emailed invoices

    Allow me to create an email template for the invoices and superbills that are sent to clients.

    12 votes

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  11. Deposit payments received through TheraNest weekly

    An option to have weekly deposits of payments to bank account instead of randomly when payments come in, to help manage transfers better.

    12 votes

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  12. Show payment method when viewing invoice details

    When viewing the details of an invoice show whether it was a client payment or insurance payment under "Invoice Payments and Refunds" and "Unapplied Payments".

    11 votes

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  13. Charge saved payment method without entering CVV

    Allow me to save a card on file and charge it later without having to enter the CVV for the first charge.

    11 votes

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  14. Send one-time payment link via text

    Allow me to send the one-time payment link via text message.

    11 votes

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  15. Filter batch invoicing by note status

    When processing existing invoices, allow me to filter invoices by whether the notes are complete or incomplete.

    11 votes

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  16. Show unapplied payments when accepting payment

    When I'm accepting payment and applying it to an invoice, show me any unapplied payments so I don't accidentally overcharge the client.

    11 votes

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  17. Allow clients to pre-pay for sessions on the client portal

    Allow clients to pre-pay for upcoming appointments on the client portal.

    11 votes

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  18. Enable ability to see history of one time payment links sent.

    Either a report, history, or in the Activity Log.

    11 votes

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  19. Sort invoices by date of service in client's ledger

    When viewing a client's ledger, allow me to sort the invoices by date of service.

    11 votes

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  20. Send progress note with claim

    When sending the claim to the payer, allow me to include the progress note.

    10 votes

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