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Larisa Loera

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3 results found

  1. Print paid invoices and superbills from the client portal

    60 votes

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    26 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    Larisa Loera supported this idea  · 
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    Larisa Loera commented  · 

    It would be extremely helpful if clients could print their own SuperBills from the client portal even after their invoice has been paid. In the counseling world, we run their payments for them before their appointment to ensure it gets paid before we provide services. Plus the provider needs to input diagnosis codes for the SuperBill which obviously has to be done after the session and payment is complete. So the rule that you have to print before the payment is run is of no help.

  2. Show unapplied payments when accepting payment

    11 votes

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    5 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Larisa Loera commented  · 

    Display client credit on the Invoice Overview page so we know when there is a credit we can apply to the Invoice instead of Apply Payment. Currently we have to leave the Invoice Overview page to go to the Ledger to see if there is any credit before charging each client.

    Larisa Loera supported this idea  · 

  3. Automatically delete appointments for archived clients

    43 votes

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    2 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Larisa Loera supported this idea  · 

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