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Jen Aldrich

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9 results found

  1. Run eligibility checks on prospective clients

    1 vote

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Jen Aldrich commented  · 

    A way to perform an eligibility check on a client that is not yet been added to the system

    Jen Aldrich supported this idea  · 

  2. Provide automatic alerts for missing progress notes

    136 votes

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    4 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
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    Jen Aldrich commented  · 

    Ooh this would be really cool

    Jen Aldrich supported this idea  · 

  3. Mark claims "paid" on the client Ledger

    189 votes

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    22 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Jen Aldrich supported this idea  · 

  4. Partial refunds of credit card transactions

    274 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Jen Aldrich supported this idea  · 

  5. Send appointment reminders to multiple contacts

    385 votes

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    Under review  ·  55 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    An error occurred while saving the comment
    Jen Aldrich commented  · 

    and to send invoices/superbills to multiple parents at once to stay informed

    An error occurred while saving the comment
    Jen Aldrich commented  · 

    Also for billing (credit card receipts etc)

    Jen Aldrich supported this idea  · 

  6. Select email address when sending superbill

    31 votes

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    3 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Jen Aldrich supported this idea  · 
    An error occurred while saving the comment
    Jen Aldrich commented  · 

    Option to set more than one email to automatically send the superbill, credit card receipt, etc to 2 emails on file, not just the primary? This would be helpful in the case of divorced parents that both want to be informed.

  7. Display client flags on the claims tabs

    9 votes

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    5 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Jen Aldrich commented  · 

    This would really help me

  8. Stay on invoice after applying a write-off

    2 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Jen Aldrich commented  · 

    Request to 'Write Off & Stay on Invoice'

    Jen Aldrich supported this idea  · 

  9. View when invoices, superbills, and statements were sent from client ledger

    34 votes

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    17 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Jen Aldrich commented  · 

    Requesting a way to indicate (in client ledger?) have already emailed them the superbill

    Jen Aldrich supported this idea  · 

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