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Brandy Stagg

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2 results found

  1. Report on clients without an upcoming appointment

    7 votes

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    4 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Brandy Stagg commented  · 

    The ability to run a report that shows active clients that have not been seen in a certain timeframe (say 90 days) so clinicians know when they need to follow up and/or discharge those that stop coming.

    Brandy Stagg supported this idea  · 

  2. Write off contractual obligation

    4 votes

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Brandy Stagg commented  · 

    The CO45 should not only attach to the date, it should post and write off when posting the payment. Having to go in and do it as an extra step isn't something I have ever had to encounter. The field should allow for an "edit" in case a secondary comes along and overpays due to a higher CO and they disregard the primary CO45, but this isn't very common and is the exception to the rule of a CO45 needing to be written off.

    Brandy Stagg supported this idea  · 

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