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Katie Vail

← Customer Feedback for TheraNest

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41 results found

  1. Separate calendar preference for showing client initials in calendar and alerts

    11 votes

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

  2. Ability to scan files directly into client's general or clinical documents

    119 votes

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    18 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Katie Vail supported this idea  · 

  3. Add Client ID to all reports

    66 votes

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    22 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katie Vail supported this idea  · 

  4. Report on missing forms

    2 votes

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katie Vail shared this idea  · 

  5. Add Client 'Bill To' information to Export

    1 vote

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katie Vail shared this idea  · 

  6. Add rendering provider and filter to the Invoice Aging report

    88 votes

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    17 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katie Vail supported this idea  · 

  7. Send appointment reminders to multiple contacts

    376 votes

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    Under review  ·  55 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Katie Vail supported this idea  · 

  8. Add spellcheck

    51 votes

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    9 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Katie Vail supported this idea  · 

  9. Add adjusted contract rate in ledger

    73 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katie Vail supported this idea  · 

  10. Apply batch write-offs to remaining balances due across different client ledgers

    137 votes

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    17 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katie Vail supported this idea  · 

  11. Client Portal Indicator During Batch Statements

    1 vote

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katie Vail shared this idea  · 

  12. Include Batch invoices and statements in Activity Log

    6 votes

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    1 comment  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Katie Vail supported this idea  · 

  13. Add "Customize Grid" section to Batch Statements

    3 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katie Vail supported this idea  · 

  14. Separate client amount due and insurance amount due when viewing ledger grid

    55 votes

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    3 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Katie Vail supported this idea  · 

  15. View claim history from ledger

    12 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katie Vail shared this idea  · 

  16. Display last used options for "Hide a Suggestion" feature

    1 vote

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katie Vail shared this idea  · 

  17. Be able to specify one email address that Theranest correspondence comes from

    26 votes

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    1 comment  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Katie Vail supported this idea  · 

  18. Update services from ERA adjustment

    2 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    An error occurred while saving the comment
    Katie Vail commented  · 

    Could the 'Client Amount Due' (attached) pull from the 'Invoice Adjustment' (attached) after the ERA has been processed?

    I'm having to copy/paste the patient responsibility for most no payment and partial payments.

    I'm finding that this 'Claims Amount Due' is actually pulled from the Co-Pay amount that is entered in the insurance information. This is not always the case.

    Katie Vail supported this idea  · 

  19. Write off contractual obligation

    4 votes

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katie Vail shared this idea  · 

  20. Mark multiple invoice adjustments paid and enter automatic write-offs at the same time.

    20 votes

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katie Vail supported this idea  · 
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