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MARIA MAZUR

← Customer Feedback for TheraNest

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6 results found

  1. Notify clients of new and past due invoices

    30 votes

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

  2. Schedule recurring/automatic payments

    199 votes

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

  3. Mark claims "paid" on the client Ledger

    189 votes

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

  4. Partial refunds of credit card transactions

    274 votes

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

  5. Send invoices via text message

    3 votes

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

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

    34 votes

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    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.

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