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Alliance Alyssa

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  1. Set default rendering provider for self-pay clients

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Alliance Alyssa commented  · 

    Hello,
    I am an office administration lead for our company. I invoice and run the self pay clients. If the self pay amount is changed from the default, it switches me to the rendering provider instead of the counselor in which the appointment was with. I try to catch it as it happens. However, when I do not catch it, it really messes with pay roll and can become very frustrating.

    It would be great if there was a way to default rendering provider for self-pay clients as well as prevent it from changing when the invoice amount changes.

    It would also be great if there was a way to do this for clients who have multiple counselors.

    Alliance Alyssa supported this idea  · 

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