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TheraNest App

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1564 results found

  1. Add case number to invoices & statements

    Allow me to add the case number to a client's invoice or statement.

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  2. Add Page Pagination on Batch Processing

    When using Batch Processing it would be helpful if the page showed how many claims were selected (to be added to awaiting submission). Currently there is no way of knowing how many claims were selected other than manually counting, and there is not a confirmation modal to show the action was successful. When utilizing the batch feature batch invoicing asks "are you sure you want to create "this many" invoices" > select yes. The next step is to add to awaiting submission via batch processing - without the amount of claims selected and/or confirmation modal you are not sure if…

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  3. Alert me if I'm archiving a client with a balance

    Alert me or warn me if I attempt to archive a client that has a balance or refund.

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  4. Print text messages (reminders log)

    Allow me to print the reminders log for a client.

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