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Desiree Burton

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6 results found

  1. Add field for Remaining Out of Pocket Max

    2 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Desiree Burton supported this idea  · 
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    Desiree Burton commented  · 

    In the client's bill to & insurance tab, where we add insurance information for the client, please add a spot under the Out of Pocket Max where we can input Out of Pocket Max remaining so we can see what is left before the client no longer has cost share payments. It's like the deductible and deductible remaining sections. There is already a out of pocket max sections, but it would be nice to see the out of pocket remaining as well.

  2. Expand features for handling child/minor clients (notes, contacts, intake etc.)

    197 votes

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    28 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Desiree Burton supported this idea  · 
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    Desiree Burton commented  · 

    Mark on the details page that the client is a minor and have it stand out.

  3. Mark claims "paid" on the client Ledger

    189 votes

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

  4. Schedule recurring/automatic payments

    199 votes

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    54 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Desiree Burton commented  · 

    Clients with an outstanding balance would like to set up payments to be deducted from their card on file automatically. For example, a client with a $400 balance would like to make a $25 payment every Thursday. It would be nice to set it up on an automatic payment so nobody forgets.

    Desiree Burton supported this idea  · 

  5. Add ability to reschedule telehealth appointments

    27 votes

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    4 comments  ·  TheraNest Telehealth » Appointments & Scheduling  ·  Admin →
    Desiree Burton supported this idea  · 

  6. Display insurance name and ID on client contact card on Agenda

    39 votes

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    13 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Desiree Burton commented  · 

    To make sure the correct service type is in it would be nice to see the primary insurance on the agenda page.

    Desiree Burton supported this idea  · 

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