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TheraNest Ideas Portal
Status Completed
Categories Billing & Payments
Created by Administrative Team
Created on Feb 3, 2020

Select Insurance Write-Off by default when creating a new Write-Off

When writing off ledger amounts would be great if "insurance write off" were default rather than "Client write off". We rarely write off client amounts so it means an extra click to select "Insurance write off"
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    Insurance Write Off will now be selected by default when creating a write-off on a client’s ledger. Stay up to date with the latest changes in TheraNest by checking out our release notes!
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    Jul 8, 2020
    Include option to write off insurance balance when applying the ERA payment.