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Jamie Davis

← Customer Feedback for TheraNest

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5 results found

  1. Change CPT code in ledger

    88 votes

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    8 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Jamie Davis supported this idea  · 

  2. Make it possible to filter clients by insurance type and within that by age, gender, etc.

    19 votes

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    0 comments  ·  TheraNest App » Clients & Groups  ·  Admin →

  3. Report on estimated monthly income

    36 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →

  4. Separate client amount due and insurance amount due when viewing ledger grid

    55 votes

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    3 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Jamie Davis commented  · 

    When viewing the clients ledger, you're shown the billed amount, and the outstanding amount for each invoice. It would be helpful if instead of the total outstanding amount, it was separated into two columns. One for insurance balance, and one for client balance.

  5. Print work or school excuse notes from Agenda

    148 votes

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    8 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Jamie Davis supported this idea  · 

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