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Gail Davis

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2 results found

  1. Add more than one auth to a client

    18 votes

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    4 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Gail Davis supported this idea  · 
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    Gail Davis commented  · 

    We get a separate authorization for each service code we use. I need to be able to permanently attach an authorization number to each invoice. When I put the authorization number in the billing information, it changes the authorization code in all the invoices. If I have to resend an invoice it sometimes goes with the wrong authorization number. It gets very confusing shuffling these numbers.

  2. Add rendering provider and filter to the Invoice Aging report

    89 votes

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    19 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Gail Davis commented  · 

    The therapist's want me to print an aging report monthly so they can see what is outstanding. Can you put an option to choose a therapist when pulling up the aging report.

    Gail Davis supported this idea  · 

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