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Josh Hartle

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56 results found

  1. View account balance on practice website

    3 votes

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    2 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Josh Hartle commented  · 

    Allows clients to look up their balance with their 1) name, and 2) SSN and DOB. This would be similar to the one-time payment link

    Josh Hartle supported this idea  · 

  2. View or work in two areas of TheraNest at the same time

    22 votes

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    8 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Josh Hartle supported this idea  · 

  3. Set billing provider per payer

    8 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Josh Hartle supported this idea  · 

  4. Refund or negative payment options

    247 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Josh Hartle commented  · 

    It would be super helpful for our accounting department to see when cash or checks are refunded (i.e. unapply payment to invoice and it'll show as a credit the the "Apply to Invoice" and "Refund" buttons next to it). If a user selected "Refund" for the cash or check payment, a pop-up would display and request how the refund was issued (i.e. cash, check with check #, etc.).

    Support stated that the best way to do this now is to create a "Refund" service type and issue the refund that way. Unfortunately, this inflates our Billing Reports

    Josh Hartle supported this idea  · 

  5. Partial refunds of credit card transactions

    274 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Josh Hartle supported this idea  · 

  6. Display insurance name and ID on client contact card on Agenda

    39 votes

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    13 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Josh Hartle supported this idea  · 

  7. View appointment notes on agenda

    55 votes

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    14 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Josh Hartle supported this idea  · 

  8. View all appointments from the agenda

    37 votes

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    18 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Josh Hartle supported this idea  · 

  9. Add list of clients to contact for next available appointments

    101 votes

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    17 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Josh Hartle supported this idea  · 

  10. More granular permission levels

    225 votes

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    61 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Josh Hartle supported this idea  · 

  11. Add insurance payer to Payment Methods report

    18 votes

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    3 comments  ·  TheraNest App » Reporting  ·  Admin →
    Josh Hartle supported this idea  · 

  12. Separate client and insurance balance due on client details page

    35 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Josh Hartle supported this idea  · 

  13. Add taxonomy codes at the staff level

    4 votes

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    2 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Josh Hartle commented  · 

    Add Taxonomy Field to Each Staff Member's Profile so you don't have to do this with EVERY payer.

    Josh Hartle supported this idea  · 

  14. 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 →
    Josh Hartle supported this idea  · 

  15. Update services from ERA adjustment

    2 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Josh Hartle supported this idea  · 

  16. Allow clients to review and sign treatment plans from the client portal

    206 votes

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    83 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
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    Josh Hartle commented  · 

    We would love the option to be able to send a client's treatment plan and progress notes to the client's portal account for their signature.

    Josh Hartle supported this idea  · 
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