TheraNest changelog
TheraNest changelog
help.theranest.com

Apply Write-Offs When Processing ERAs

 

Improvement

  

A write-off can be applied for any remaining balance when processing an ERA payment. The Actions menu next to an ERA payment now includes a selection to Process and write off balance, which will apply the payment to the invoices and create a write-off equal to the remaining insurance balance due.

Restricting Calendar Views

 

New

  

A new permission is available under Therapist that allows you to prevent that staff member from viewing the calendar and agenda for other staff members. When this permission is enabled, they will only be allowed to view their personal calendar and agenda. Click here to learn more.

Payment Number Added to Reconciliation Report

 

Improvement

  

The payment number can now be added when customizing the grid for the Managed Billing Payments Reconciliation report.

Stay on Invoice After Saving

 

Improvement

  

After saving a client’s invoice, you will now stay on that client's invoice instead of being navigated back to the client’s ledger.

One-time Payment Notifications

 

Improvement

  

The rendering staff member listed on the invoice will now receive an email notification if a payment is made from a client using a one-time payment link.

Confirmation for Changed Site Shortname

 

Improvement

  

The confirmation modal when changing your organization's site shortname has been updated to include the new login URL so you know where to go to log in after the change is saved.

Archive Client from Client Details

 

Improvement

  

A client can now be archived when viewing the client’s Details. Click here to learn more.

View All Clients in Client List

 

Improvement

  

A new toggle is available in the client list that allows you to view active and archived clients in the same list.

Contact Added as Client After Making Portal Payment

 

Fix

  

Corrected an issue where in some instances a contact was added as a client after making a payment on the Client Portal.

Client’s Age in Profile

 

Fix

  

The client’s age will appear as expected in the left sidebar when viewing their chart.