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Karen Masters

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5 results found

  1. Email payment receipts

    37 votes

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    5 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Karen Masters commented  · 

    Is there any progress on this?

    Karen Masters supported this idea  · 

  2. Customize options in payment methods drop-down

    74 votes

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    20 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Karen Masters supported this idea  · 
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    Karen Masters commented  · 

    On the invoice, when applying payment, the options are limited. I have people using venmo and zelle. Can you add those as payment forms so I dont have to choose "other" and type in the notes box that they paid with venmo or zelle?

  3. Notify clients of new and past due invoices

    30 votes

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    9 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
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    Karen Masters commented  · 

    When there are outstanding invoices, I need a way to send a reminder to the patient advising them that their payment is past due. I know we are able to send the invoice again, but there is no way tio personalize the email or the subject line to say "payment past due" or something to alert them to pay attention to the invoice

    An error occurred while saving the comment
    Karen Masters commented  · 

    I would love to be able to send a "payment due" reminder when a client is late on payment. Maybe the same superbill with a message attached saying: "Payment is Past due please make payment today."

    Karen Masters supported this idea  · 

  4. Automatically send client superbill when credit card is charged

    57 votes

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    13 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Karen Masters supported this idea  · 

  5. Change CPT code in ledger

    88 votes

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    8 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Karen Masters supported this idea  · 

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