Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

MARIA MAZUR

← Customer Feedback for TheraNest

My feedback

7 results found

  1. Remind clients through Client Portal when invoices have not been paid

    28 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    8 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    MARIA MAZUR supported this idea  · 

  2. Automatically create and send invoices

    72 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    12 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    MARIA MAZUR supported this idea  · 

  3. Schedule recurring/automatic payments

    196 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    52 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    MARIA MAZUR supported this idea  · 

  4. Mark claims "paid" on the client Ledger

    188 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    22 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    MARIA MAZUR supported this idea  · 

  5. Partial refunds of credit card transactions

    265 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    MARIA MAZUR supported this idea  · 

  6. Send invoices via text message

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    MARIA MAZUR supported this idea  · 

  7. View when invoices, superbills, and statements were sent from client ledger

    34 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    17 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    MARIA MAZUR supported this idea  · 
    An error occurred while saving the comment
    MARIA MAZUR commented  · 

    It would be beneficial for me to be able to see when I've emailed statements/invoice to a client from their client details or somewhere on their account without having to search the activity log.

    Also, the activity log only allows you to go back 3 months so its unhelpful for me to review past due invoices beyond that point. I think it would also be helpful if when an invoice is emailed to a client they also receive an automatic text message to check their email or portal for the new invoice.

    Theranest needs better record keeping features for invoices/statements.

Feedback and Knowledge Base

(thinking…)