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Katherine Kreitzer

← Customer Feedback for TheraNest

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14 results found

  1. Remove reply-to email when sending invoices and statements

    7 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katherine Kreitzer supported this idea  · 

  2. Send invoices and superbills via secure message

    7 votes

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    2 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Katherine Kreitzer supported this idea  · 

  3. Accept ACH payments from clients

    166 votes

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    20 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katherine Kreitzer supported this idea  · 

  4. Notify me if my subscription payment method has been updated

    1 vote

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    1 comment  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    An error occurred while saving the comment
    Katherine Kreitzer commented  · 

    When making a bank account change for the practice, can extra security measure be put in place for this to happen? Like 2 Factor Authentication, warning emails this has been changed and a few day turn around to ensure it is supposed to happen?

    Katherine Kreitzer supported this idea  · 

  5. Report on credit card deposits

    27 votes

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    5 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katherine Kreitzer supported this idea  · 

  6. Require password change every certain number of days

    15 votes

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    6 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Katherine Kreitzer supported this idea  · 

  7. Fax documents from TheraNest

    275 votes

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    26 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Katherine Kreitzer supported this idea  · 

  8. Send appointment reminders to multiple contacts

    385 votes

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

  9. Report on deposits/withdrawals to my account

    17 votes

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

  10. Two factor authentication at login

    113 votes

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    Started  ·  39 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Katherine Kreitzer supported this idea  · 

  11. Print paid invoices and superbills from the client portal

    61 votes

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    27 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    An error occurred while saving the comment
    Katherine Kreitzer commented  · 

    Allow clients to access superbills via their client portal AFTER they have made payment. The cannot submit an unpaid superbill to insurance to receive reimbursement, they have to show the service was paid for.
    Clients should have access to their superbills and invoices at any time.
    Also, when sending superbills after they are paid, we are still sending PHI via email, and one main point of the portal is to have all of their PHI secure.

    Katherine Kreitzer supported this idea  · 

  12. Take me to invoice after processing payment from ERA

    2 votes

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

    On the drop down "Action" menu, could you add "Process Payment and go to invoice", where it would then take you to the invoice you just processed the payment for?

    Katherine Kreitzer supported this idea  · 

  13. Allow group telehealth sessions with non-client attendees

    42 votes

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    8 comments  ·  TheraNest Telehealth » Conducting Telehealth Sessions  ·  Admin →
    Katherine Kreitzer supported this idea  · 
    An error occurred while saving the comment
    Katherine Kreitzer commented  · 

    The Group telehealth option is only for "group" therapy with multiple participants. This still does not give the option to do therapy with multiple people for 1 client. We should not be starting and keeping medical records for those who aren't clients. For example: identified patient is in location and partner/parent is in another location. We should not have a medical record for partner/parent to invite them.

  14. Adjust invoice address for mailing envelopes

    8 votes

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    3 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    An error occurred while saving the comment
    Katherine Kreitzer commented  · 

    When you print an invoice, the name and address does not line up with a windowed envelope, so you have to fold it differently for the name and address to appear in the window. Could you adjust the invoice to be similar to the statements, where it will line up with a standard business paper fold?

    Katherine Kreitzer supported this idea  · 

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