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Billing Specialist

← Customer Feedback for TheraNest

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41 results found

  1. Shared credit card for families

    46 votes

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    4 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Billing Specialist supported this idea  · 

  2. Partial refunds of credit card transactions

    265 votes

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

  3. Disable "copy from last session" button for clinical documents

    7 votes

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    5 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Billing Specialist supported this idea  · 

  4. Charge saved payment method without entering CVV

    12 votes

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    10 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    An error occurred while saving the comment
    Billing Specialist commented  · 

    Notify clients that their security code will NOT be saved if they just enter the card. Instead, prompt them to make a payment to activate their card.

    Billing Specialist supported this idea  · 

  5. Process multiple invoices as one payment in batch payments

    1 vote

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

    Please combine multiple invoices for the client into one payment. We have numerous clients who contest payments or have credit cards flagged for fraudulent activity when several deductible or copay payments are charged at one time, as they all show up as individual payments. It would be much better if these were combined into one charge for the client.

    Billing Specialist supported this idea  · 

  6. Create a report that contains the names of the clients, Therapist and the date they were last archived.

    8 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    Billing Specialist supported this idea  · 

  7. Automatically delete appointments for archived clients

    43 votes

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    2 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Billing Specialist supported this idea  · 

  8. Filter Agenda & Calendar by appointment status

    106 votes

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    32 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Billing Specialist supported this idea  · 

  9. Custom appointment reminders per client

    109 votes

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    17 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Billing Specialist supported this idea  · 

  10. Automatic out-of-office reply for portal messages

    64 votes

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    18 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Billing Specialist supported this idea  · 

  11. Add portal messages to client's general documents

    10 votes

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    1 comment  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Billing Specialist supported this idea  · 

  12. Send forms to multiple clients

    41 votes

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    11 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    An error occurred while saving the comment
    Billing Specialist commented  · 

    We are currently in need of this to gather new insurance from clients at the beginning of the new year. Our practice is so large that we can't send individual forms to each client, nor can we allow clients to enter insurance themselves because they will delete the current insurance (that still has pending claims).

  13. Add or remove archived clients in reports

    68 votes

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    14 comments  ·  TheraNest App » Reporting  ·  Admin →
    Billing Specialist supported this idea  · 

  14. Report on therapists' hours

    62 votes

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    12 comments  ·  TheraNest App » Reporting  ·  Admin →
    Billing Specialist supported this idea  · 

  15. Add ability to reactivate inactive insurance

    72 votes

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    23 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Billing Specialist supported this idea  · 

  16. Notify me when client turns 18

    82 votes

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    12 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Billing Specialist supported this idea  · 

  17. Mark claims "paid" on the client Ledger

    188 votes

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

  18. Notify admins of information changes in client portal

    11 votes

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    1 comment  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Billing Specialist supported this idea  · 

  19. Add signature to secure messages

    36 votes

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    8 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Billing Specialist supported this idea  · 

  20. Add spellcheck

    51 votes

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    9 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Billing Specialist supported this idea  · 
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