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Ruth Shutenikova

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  1. Display client's self pay amount in Calendar and Agenda

    19 votes

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    3 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →

  2. Refund or negative payment options

    243 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Ruth Shutenikova commented  · 

    There should be a feature of tracking refunds, besides just deleting the refund. It's difficult to track what has been done and sometimes I'm not aware of whether a client needs to be refunded or not because it is difficult to track. Also, there should be a way to track how much credit a client has. Sometimes a client pays more in advance but then there is no option to enter in a large sum of money, so it's difficult to track the credits. Perhaps you could look at Office Ally Practice Mate and review some of their billing features. Those would be very helpful to have in Theranest.

    Ruth Shutenikova supported this idea  · 

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