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Becky Budman

← Customer Feedback for TheraNest

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2 results found

  1. View client flags throughout TheraNest

    16 votes

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    3 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Becky Budman supported this idea  · 
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    Becky Budman commented  · 

    Flags on client accounts are great. However, they should be more prominent than only the client details page, especially if they are flags related to billing and payment issues and there are multiple people working on an account. Why are they not shown throughout a client's account?

  2. Mark multiple invoice adjustments paid and enter automatic write-offs at the same time.

    20 votes

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Becky Budman commented  · 

    When you have to enter a payment manually from an insurance, and there is more than one line, it would be great to be able to add all the adjustments at once instead of having to save and then add another one.

    Becky Budman supported this idea  · 

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