Billing

Regardless if you submit to insurance or only see self pay clients. These articles will help you!

TheraNest Support avatar Lauren Smith avatar
34 articles in this collection
Written by TheraNest Support and Lauren Smith

How to Bill for No Shows

The following article is a suggestion on how to deal with no shows. This suggestion may not fit every business workflow.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Create an Invoice

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Delete an Invoice

This article will show you how to delete an invoice
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Delete a Payment

The following article describes how to delete a payment from a client's ledger.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Print an Invoice

Print an invoice from a client's ledger
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Add an Invoice Item Button is Disabled

When trying to add an line item to an invoice the button may appear disabled or unable to click.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Hide No Shows, Rescheduled, and Canceled Appointments from Invoices

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Assign the Billing Provider

TheraNest allows for you to set the Billing Provider on each invoice.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Appointments that were already billed keep pulling into a new invoice

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Add Credit to a Client's Ledger

Create a positive balance on a client's ledger that you can apply to invoices as needed
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Change the Place of Service

Changing the default place of service on client invoices.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Message: The Appointment is Linked to Invoice(s) and Can't Be Changed.

Appointments that are linked to invoices cannot be changed but this article will walk you through how to get around that message.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Billing Setup

Article contains videos to help setup your Billing with TheraNest!
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Edit a Payment

Editing applied and unapplied payments.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Remove Payment from an Invoice

The following article explains how to remove a payment from an invoice and then delete it from the ledger.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Process Negative and Zero Dollar Payments

Process Negative Payments from Your Payers in the ERA Process
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Create a Write-Off

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Email an Invoice or Superbill

Email an invoice or superbill to your client.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

The Payment Number Entered is a Duplicate and Has Been Saved to Other Payment(s)

TheraNest allows for you to apply the same payment number to multiple different payments.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Find Unbilled Appointments

Find all dates of service missing an invoice by using the suggestions in this article!
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Create Client Statements in Batches

Create statements for multiple clients at once using the Batch Statements tool
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Create Billing Statements

This article covers how to create individual client billing statements
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Print a Superbill

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Diagnostic Code is Blank on the Superbill

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Superbill for Multiple Dates of Service

TheraNest users can include superbill level details on a statement which generates a superbill for multiple dates of service.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Include Superbill-level Details on Batch Statements

TheraNest allows for you to create statements in batches. The batch process also allows for superbill level details.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Edit an Invoice

If changes need to be made to an existing invoice this article will walk you through how to accomplish those steps.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Apply an Unapplied Payment/Credit to an Invoice

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Wrong "Send Payments to" Address is Printing on Billing Documents

This article explains the "Send Payments To" section, which affects which address showing on claims, statements, and invoices.
TheraNest Support avatar
Written by TheraNest Support
Updated over a week ago

Preferred Name Not Printing on Billing Documentation

When printing an invoice, statement, and or superbill a client's preferred name will not print.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

What does the Green "Billed" Tag on the Calendar Mean?

Article covers why TheraNest users see appointments on the calendar with a tag "Billed."
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Print a Payment History and Payment Receipts for Clients

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Batch Invoicing

Create multiple invoices all at once with Batch Invoicing.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Batch Processing

Email and Print invoices or move them to claims awaiting submission in batches
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago