Alyson Skok
My feedback
20 results found
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188 votes
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137 votes
An error occurred while saving the comment An error occurred while saving the comment If having automatic write offs would cause too many issues then we should have the ability to do BATCH write offs across multiple clients/invoices at once. It would be similar to loading the invoice aging report which ALREADY lists if the invoice is marked as paid, and shows insurance due amount and client due amount.
For those of us with contracted insurance rates, it's common to know that any invoice with (for example) $41.25 left due for insurance is completely paid and the rest needs to be written off. When I load this report I see almost 50 that could be written off with one click, but instead I have to go into each client and do it on their ledger.
PLEASE add the ability to select these invoices and do a BATCH WRITE OFF that can be done all at once, with multiple clients and invoices, instead of having to go into each individual client and do their invoices. This would save people SO MUCH TIME.
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3 votes
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3 votes
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27 votes
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8 votes
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20 votes
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56 votes
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508 votes
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286 votes
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138 votes
An error occurred while saving the comment Session Count Reports
As a group practice we need to be able to track total practice sessions and per individual clinician. The reports now are clunky and not useful. We really need reports that can easily do the following:
--select all clinicians or specific individual clinician
--how many kept sessions per (day/week/month) total over a certain time period
--average amount of sessions per (day/week/month) over a certain time period
--session count increase or decrease from time period before
--a chart/graph to visualize fluctuationsThis would be really helpful for solo practitioners too!
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49 votes
An error occurred while saving the comment Seems like a small easy fix to an annoying problem! Would be a great update.
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10 votes
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34 votes
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117 votes
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243 votes
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359 votes
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94 votes
An error occurred while saving the comment I created an option for insurance that just lists private pay as the insurer, and payer code 0000, then I list the private pay fee under the copay amount. It's been working okay as a work around!
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196 votes
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30 votes
There has to be a way for Theranest to allow bulk write offs ACROSS different clients. It is tedious and a gigantic waste of time to have to go into each client's ledger to do write offs (even if you can do "bulk" write offs of that client's multiple ledgers). We should have a report we can run of outstanding invoices where we can ALSO click through the list for any that we want to write off the balance (both insurance and client balances separately).