Hi! I would like to suggest adding the payer and the rendering services back to the batch invoice. Under Process Existing Invoices there is no longer a display of the payer or the rending services. We used this feature to do our batch billing for our practice and the removal has made it inconvenient to do our billing with such a big practice. Thank you!

All of the major insurance companies we accept require something different for modifers, place of service etc...for telehealth. It would be Extremely helpful to be able to see what the client's insurance is under their name in batch invoicing. That or as someone else requested, a filter by insurance at the top

Please make this a feature! This would be so helpful! I have to have a second tab for Theranest open just to verify which Insurance carrier each client has.

I am echoing all of the other comments on here! Being able to either sort or just see the insurance type for each client in the batch bill would change my life!

PLEASE allow more filters on billing, including filter by carrier, it would change everything.

On batch invoices it would be helpful if the insurance for the client was listed since contract billing requirements can vary with insurance companies. Currently I have to remember this information which is not a good method.

I have over 600 clients and I need to be able to look at all DOS to verify if any Modifiers are needed for same day sessions. Looking at over 41 pages of invoices at once is overwhelming. Being able to filter by Payer - either by name or Payer ID # - would benefit me so much!

I really need this feature! I have around 20 therapists and I need to change the NPI to supervisory NPI many times. It is hard to keep track which ones to change because of not seeing the insurance in claims awaiting submission.

Currently there is a staff sort option and a service sort option in batch invoices. Sorting by insurance company, in batch invoices section, would significantly enhance the utility of the program.

Billing Staff need to be able to batch bill specific payers.

For example: one batch of billing for Providence, one for Kaiser, one for Medicaid, etc.

I agree with Beth. Thank you!

When I create a batch of invoices, we have some insurance companies that get billed under Selected NPI and some that do not. I have to go into each one and sometimes uncheck that - if I am not well aware of what each client has as far as insurance I have to back out of Batch Invoicing and answer my question. Could you show it on this screen?