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Meg Romine

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

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    17 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Meg Romine commented  · 

    It would be helpful for AR tracking to be able to export basic information from Batch statements are are sending out each month to clients. I would like to see Statement Date Client First and Last, Address statement is sent to, Client Balance Due, Insurance Balance and total statement balance exported to a csv file. This would allow AR to track which statements were sent out and identify clients that have met the criteria for collections processing more efficiently.

    Meg Romine supported this idea  · 

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