When viewing the details of an invoice show whether it was a client payment or insurance payment under "Invoice Payments and Refunds" and "Unapplied Payments".
Bulk apply write-offs to invoices when processing ERA payments
When processing ERA payments, allow me to process and write off the remaining balance to multiple claims at one time so I don't have to do each one individually.
We use the staff billing tab to pay our staff on a monthly basis. Therefore, it would be helpful if there was a way to subtract an amount from the staff billing when we have to pay back a client for an overpayment in their copay. At this time, the...
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Future consideration
