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Melissa Carter

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  1. 41 votes

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    Melissa Carter commented  · 

    Yes Please!!!!!

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  2. 272 votes

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  3. 180 votes

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    Melissa Carter commented  · 

    This would be amazing. It could be added as a feature when creating dynamic forms to allow clients to upload their IDs and insurance.

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  4. 12 votes

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    Melissa Carter commented  · 

    I have seen multiple people request a way to save a card on file without charging the card. This is the same response every time.

    "TheraNest requires charging a client's credit card before storing because this would be a violation of PCI-Compliance. The storage of a CVV is not allowed by the Card Brands or by the Payment Card Industry Data Security Standards (PCI, DSS or PCI). Storage is not allowed in any format (electronically, encrypted, on paper, etc.). We apologize for any inconvenience this causes."

    I hate to name drop but somehow Simple Practice has found a way around this and allows cards to be saved and enrolled in auto pay.

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  5. 838 votes

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  6. 9 votes

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    Melissa Carter commented  · 

    We have clients that are over the age of 18 however their parents are the insurance subscriber and responsible party for their bill. It would be helpful to be able to select which email to send statements too or to send to their contact network who has access to payments. This is currently only an option for individual invoices.

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    Melissa Carter commented  · 

    Allowing the contact network to receive statements sent when they are set to make payments like in the case of a college student but the parents are financially responsible.

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    Melissa Carter commented  · 

    It would be helpful to be able to choose the client email address when emailing statements like when you send an invoice link.

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  7. 196 votes

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    Melissa Carter commented  · 

    The client's card on file could also be auto-processed once the ERA is received from their insurance provider, if applicable. Self pay clients would be auto charged after the session.

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  8. 10 votes

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  9. 9 votes

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  10. 66 votes

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    Melissa Carter commented  · 

    It would be amazing if this was available for the week and month view.

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  11. 14 votes

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  12. 26 votes

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    Melissa Carter commented  · 

    allow telehealth appointments to be rescheduled the same as in office appointments.

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  13. 47 votes

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    Melissa Carter commented  · 

    When submitting claims, it would be great if the error check could include a linked progress note.

  14. 1 vote

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  15. 2 votes

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  16. 2 votes

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