Client Billing

Client Billing - Get Started

• Billing Setup
• What are Invoices, Statements, and Superbills?

Set Up Payment Processing - Admin

• Enroll in Payment Processing with Therapy Brands Pay
• Enroll in Credit Card Processing with Vantage
• Update Bank Account for Payment Processing
• Payment Processing: Payouts to Your Bank Account
• Reconcile Bank Statement with Credit Card Charges Report

Payment Processing

• Welcome to TheraNest Payment Processing
• Process Payments in TheraNest
• Request Payment via Client Portal
• Send a One-Time Payment Link
• Process Multiple Payments at Once
• Manage Saved Payment Methods

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Payment Processing FAQs

• Set Up Dispute Notifications with Therapy Brands Pay and Stripe
• How does TheraNest Process My Payments?
• Best Practice Tips & Tricks- Credit Card Processing
• Handle a Payment Dispute or Chargeback
• Why was my Client's Credit Card Payment Declined?
• What does a Return on my Merchant Account mean?

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Invoice

• Create an Invoice
• Batch Invoicing - Create, Print or Email
• Invoice Group Appointments
• Client Invoice - View, Print or Email
• Assign Billing Provider on Invoice
• Edit or Delete an Invoice

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Client Billing Statements & Superbills

• Client Billing Statement - Create, Print or Email
• Batch Client Billing Statements - Create, Print or Email
• Superbill - Create, Print or Email
• Superbill for Multiple Dates of Service - Create, Print or Email
• Batch Superbills - Create, Print or Email
• Manual Insurance Payments.

Accept Client Payment

• Accept Invoice Payments & Co-Payments
• Accept Insurance Payment
• Edit a Payment
• Delete a Payment from Client Ledger
• Remove Payment from an Invoice
• Change Payment Responsibility on an Invoice

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Billing

• View Client Payment History & Print Payment Receipts
• Apply an Unapplied Payment/Credit to an Invoice
• Find Unbilled Appointments
• Process Negative & Zero Dollar Payouts
• Bill for No Shows
• Make Changes to a Fully Paid Invoice

Billing Documents

• What does "In Progress" on the Client Ledger Mean?
• Fully Paid Invoice Still Shows "In Progress" on the Ledger

Billing FAQs

• Add an Invoice Item Button is Disabled
• Preferred Name Not Printing on Billing Documentation
• The Payment Number Entered is a Duplicate and Has Been Saved to Other Payment(s)
• What does the Green "Billed" Tag on the Calendar Mean?
• Wrong "Send Payments to" Address is Printing on Billing Documents
• Diagnostic Code is Blank on the Superbill