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Colt Center

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  1. 80 votes

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    Colt Center commented  · 

    I have contracts with other companies where I submit claims directly to them and not through TheraNest (I know that is not your issue) but I use TheraNest to create the invoices and store them in Awaiting Submission; which I like, as it helps me to not forget to process them. I would like the opportunity to move those claims through the claims processing process manually from Awaiting Submission to Submitted to Accepted to Paid/Processed. The reason being is it will also allow me to perform a manual insurance payment on those claims when the checks come in. I imagine that placing the options in the drop down in "Actions" under "Awaiting Submission" for those manual claims would be helpful to fully utilize the manual insurance payment feature. OBTW I love the background feature.

    Colt Center supported this idea  · 
  2. 206 votes

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    Colt Center commented  · 

    It would be helpful as part of the intake process if the client could upload their ID and the front and back of their insurance card into the system.

    Colt Center supported this idea  · 
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    Colt Center commented  · 

    Client's should be able to upload their insurance card (front and back) as well as their identification card.

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