Schedule recurring/automatic payments
For clients that are on payment plans, allow me to set up scheduled or recurring payments for a set amount.
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Matthew Cramer commented
Please add this feature.
It would enhance my practice and make Theranest more valuable to me. It's currently available by other software programs in use by therapists such as Simple Practice.
It would be helpful if it is easy to turn on and off.
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MARY RAWSON FOREMAN commented
Hello, I am setting up a Telehealth only group practice.
It is really important that billing be as automated as possible.
I have two suggested features:1.Automated credit card payments.
2. A requirement to paying for a session before it starts. -
Brandy LaRoux commented
Create a field within the ledger tab for payment plans being set-up for clients who opt to have regular payment plans in place. I would like to have the ability to allow payment plans to run automatically or have TheraNest payment plan transaction reminders set so my manager can process the payment on the desired date and amount establishing within the payment plan field. If this is already something you have available, please let me know so I can start implementing it in my office, thanks!
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Nakieta Lankster commented
I have had several patients inquire about being able to opt into auto pay for their co-pay payments/ sessions through the portal using the card they have placed on file in the portal.
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Jim Michael commented
Streamline the insurance billing process. Example: Put copays set to autopay at time of session rather than making me enter it manually for each session. I think this might be an opt out rather than opt in scenario.
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Linda Tran commented
Ability to automatically charge cards on file after appointments.
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Leslie Hong commented
No, please do not do this. Or, if you do, please make it optional.
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Nikki commented
Set up an auto payment or a "schedule a payment" option.
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Adrienne Lee commented
It would be nice to be able to set up a recurring payment that automatically charges a credit card on specified dates. Or automatically charge cards on file after appointments have passed.
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Anonymous commented
Definitely!!!!
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Lisa Hochberger commented
Clients that are scheduled to have sessions using the calendar feature will be charged automatically after the session time has passed by Theranest
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Alyssa Jotz commented
When a client wants to set up payments, whether weekly, bi-weekly, or monthly, it would be nice if we had a way to enter that information once and then have it where theranest would automatically make those payments for you/the client, for whatever date/amount the client wanted.