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Shannon Budelman

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  1. Print paid invoices and superbills from the client portal

    60 votes

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    26 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
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    Shannon Budelman commented  · 

    I was so confused to learn that the new feature allowing clients to print/save superbills from the client portal applies only to unpaid balances. The reason many therapists provide superbills is to collect payment at time of service and allow the client to request reimbursement from their insurance. This is done with superbills that show a paid balance. It would be really helpful in eliminating the need to email or paper mail superbills to clients if I could either 1) Attach the file to a secure client message without first downloading the superbill to my desktop or 2) Allow clients to print/save superbills for paid invoices.

    Shannon Budelman supported this idea  · 

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