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Daniel Metevier, PsyD

← Customer Feedback for TheraNest

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7 results found

  1. Greater distinction for canceled appointments

    136 votes

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    17 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Daniel Metevier, PsyD supported this idea  · 

  2. Refund or negative payment options

    242 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Daniel Metevier, PsyD supported this idea  · 
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    Daniel Metevier, PsyD commented  · 

    Note: You could include a pop-up warning verifying that someone is intentionally entering a negative number to prevent people from accidentally doing that. Also, this could apply to any payment method. Thanks!

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    Daniel Metevier, PsyD commented  · 

    It would help to be able to enter refunds into the ledger for situations where the therapist refunds to a client an overpayment such as too high of a copay. While this can be tracked offline, not being able to reflect it in Theranest results in an incorrect Superbill for such situations. Thanks!

  3. Partial refunds of credit card transactions

    265 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Daniel Metevier, PsyD supported this idea  · 

  4. Automatically apply ERA check number to payment number on invoice

    83 votes

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    9 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Daniel Metevier, PsyD supported this idea  · 
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    Daniel Metevier, PsyD commented  · 

    I agree it would save a lot of time if Theranest would post the check number of the insurance payment when processing the ERAs on my behalf. Right now I spend a lot of time going back into the ledger details and opening the payment so I can add the EFT/check # into the Notes.

  5. Select email address when sending superbill

    30 votes

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    3 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Daniel Metevier, PsyD commented  · 

    Please note that this request has been submitted by different people separately so there are more "votes" for this request than it looks like.

  6. Appointment reminders for staff members

    25 votes

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    5 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Daniel Metevier, PsyD commented  · 

    Agree. Also to be able to select the initial reminder sooner than 24 hours ahead to give people time to cancel in enough time to avoid a late cancel fee.

  7. Create custom reports

    243 votes

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    45 comments  ·  TheraNest App » Reporting  ·  Admin →
    Daniel Metevier, PsyD supported this idea  · 
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    Daniel Metevier, PsyD commented  · 

    I agree. It seems that if some time were devoted to letting users create their own reports it might reduce the development team's time on new standardized reports as we'd all be able to address our own needs. Something with lots of flexibility would be great. For example, list out all the data fields and let users move them around in the desired output format. (Think pivot tables in Excel.) Thanks!

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