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Gina Fredman

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  1. Specify type of notifications for different actions/triggers

    12 votes

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    4 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →

  2. Apply batch write-offs to remaining balances due across different client ledgers

    137 votes

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    17 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Gina Fredman supported this idea  · 
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    Gina Fredman commented  · 

    It would be so much simpler and a huge time save to be able to apply a write-off on the same page as applying a payment. I feel like double posting to have to post a payment, then go back to the same service and tell it to apply a write-off is just double work and WAY TOO MANY clicks to accomplish what could be such a simple task. If they were both options on the payment posting page then it could all be done in one step instead of multiple steps.

    Even better would be for the system to automatically apply write-off amounts so that doesn't have to be done by hand for each individual payment we go in to apply manually.

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