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David Clark

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4 results found

  1. Report on missing, expiring, and unsigned treatment plans

    287 votes

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    74 comments  ·  TheraNest App » Reporting  ·  Admin →

  2. Refund or negative payment options

    242 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    David Clark supported this idea  · 

  3. Remind clients through Client Portal when invoices have not been paid

    28 votes

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    8 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
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    David Clark commented  · 

    Better yet, how about notifying clients of invoices (that are sent to the portal because email is not hipaa compliant--hence the creation/use of the client portal) so that invoices do not become overdue. Can we set a default time for when invoices are overdue?

  4. Customize options in payment methods drop-down

    74 votes

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    20 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    David Clark supported this idea  · 

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