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1. Keep history of past billing notes in client Bill To & Insurance details

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   2 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Kyla Gibson shared this idea  ·  March 13, 2019

2. Designate clients as private pay

   94 votes

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   9 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
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   Kyla Gibson commented  ·  March 13, 2019  ·  Delete…

   Would love to see a feature of a cash pay. Some clients do not use insurance, so we have to save a billing note that usually says "cash rate $95" It would be very helpful to have a spot in the billing that indicated as "cash rate" and we could avoid missing the payment because the copay says $0.00

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   Kyla Gibson supported this idea  ·  March 13, 2019