Please display the client billing notes on the ledger page. This is the most useful place for it. Billing admin need to have access to that information regarding the client's account as they are actually working in it

Absolutely!!!!! I need a way to make notes.

Please allow notes to be added to the ledger screen without having to click on the individual invoice. For example, if a client set up a payment plan or was contacted regarding a balance, a note would be clearly visible in the ledger with a date. Also, notes regarding payment options for clients could be indicated such as charge card on the last of each month for all copays or balance.

It would be extremely cost effective for us who bill, to have a notes section on the ledger like the "billing notes" box. Also, the name of the client's insurance would be helpful as well. I've had numerous claims denied because I billed incorrectly for a client who's insurance required different information. I have to go back and forth between a spreadsheet and TheraNest to look at my contact notes when processing claims and completing accounts receivable/collection tasks. Would save time and MONEY if we have everything we need within one accounting tab/section.

This needs to be an ASAP thing. This is more important that the date range that was set for appointments. Theranest, I wish you would focus on the little things we keep asking for instead of ball park things that don't really matter!

I just sent a statement to client thinking she was private pay but she is an EAP. There are numerous other examples of things that the billing associate needs to know to accurately submit claims and produce statements that go to the client. It could also be useful in communicating between the billing associate and the clinician: "This person has met their deductible." "This person's unpaid balance is $1200; consider having a conversation with your client." etc. Please create this note box or banner quickly!

It would be great if anytype of important billing notes would pop up when you click on the ledger button, so it would inform anyone of specific information before billing .. (modifiers, paper claim, fax numbers or address)

Being able to have a better "Notes" section where we can enter notes regarding claim status checks, speaking w// patients regarding billing questions ect...

There are sometimes "BILLING NOTES" under the client details page but you cannot see these notes when you are processing payments on the Ledger page. Make these BILLING NOTES viewable from the Ledger. It does not make sense to have them hidden on the client detail page.

Many of our clients make payment plans for what they owe and it would be easier to remember their plans if we had a note section in the ledger to document our communication.

Yes, please add this feature. Each client has a different situation and this would help us all to be on the same page with billing at all times and wouldn't have to go back and to the billing and insurance page!

It would be SO helpful if there were just a text box at the top of the ledger page for each client. Alternately make the invoice notes editable and viewable on the front page of the ledger. We have a lot of weird payment situations and insurance situations and it would be such an easy way to keep track of what's going on with each client's ledger.

Under Client's Details Tab
It would be great to have an empty textbox for employee's to write notes to each other.
(Apart from Clinical Notes)
This would be useful for noting special insurance cases, payment info, etc...

i have often wished for a spot on the ledger page where I, as the biller/claim submitter/copay charged could leave myself notes about payments. like she/he has a credit waiting to be used. or for BCBS clts. who have a 10%/20% coins to pay. if they are seen after hrs there is an addon that changes the amount of the 10% or 20% to charge. or i could leave myself a note. Deductible is almost met.