Mark claims "paid" on the client Ledger

This has been suggested and voted on for nearly 5 years. Pamela Newman on June 8, 2017 summarized this succinctly and her comment still holds true. I see a lot of comments of people wanting to have the option to manually mark the claim as paid, and that is fine as there may be a use for that. But I can not think of a reason that the claim should not be automatically marked as "Paid" if a payment has been accepted, a balance written off, and the claim is in the Fully Paid Invoices tab of the ledger. Theranest automatically moves the invoice from Open Invoices to Fully Paid Invoices when there is $0 due (client or insurance), so why not mark it as "Paid" or "Completed"? In a case in which an entire balance is written off with no client or insurance payment, nothing was technically paid, so "Completed" may be the better status. Either way, claims that are in the Fully Paid Invoices tab should be automatically marked as Paid/Completed. Pamela Newman commented · June 08, 2017 15:59 · Report When there is a "0" balance from either client or insurance, it should automatically be marked as paid.

It would be nice to be able to change a claim from "In Process" to "Paid/Processed" from the clients ledger. This would make it much simpler to manually enter insurance claims.

I would love to be able to change the status of a bill from the ledger page from "in progress" to "paid" instead of having to go to the billing tab and search for individual claims to mark as paid and then go to the client and edit the billing with the paid amounts.

Please make this update, it would save so much time!

It would be nice to not have to take the extra steps to go back and update that status of a claim after the payment has been processed. Processing a payment should automatically update the status. Additionally, sometimes, it is even more steps when that claim has to be moved back to "accepted" in order to update the status after processing the payment. This takes a lot of time, and I hope that things become more automated or involve fewer steps to update a paid claim.

I manually apply Patient Co-Pay, then go through the same steps to apply the Portion that Insurance paid, then make a third pass at this one transaction to apply the "write-off" amount. So the total of those three things equal zero left on the account for that session - but it stays in the "In-Progress" stage. At this point the system should allow a button for us to change the Status from "In-Progress" to "PAIND". Please. Thank you.

It would be really nice to be able to mark a claim as paid while in the ledger instead of having to go to the billing tab, search all the tabs just to find the claim you are looking for and then mark it as paid. If in the ledger a drop down could be given after clicking on "In Progress" and then select "Paid" would be much more time efficient and payments and such could be completed in one step.

A feature should be added that allows user to mark an invoice as paid/processed from the client ledger instead of having to click back to the ERA

Having the ability to update claims status from the ledger screen would significantly improve claims tracking workflows and save a tremendous amount of time.

Ability to mark erp as "paid" even if reimbursement does not exactly match billed rate.

It would be great if we had the option to manually mark a claim as paid in the client ledger instead of having to go to a separate page.

I agree there should be an option when applying payments to the invoice to mark it "paid."

it is such a waste of time to have to go into the "submitted" tab to mark them as paid. There should be an option when applying payments to the invoice to mark it "paid."

This continues to be a HUGE hassle. As someone else suggested there has to be a way for this to autogenerate since ALL of the information is linked within the invoice (as reflected by the ERA information provided at the bottom of the invoice) once payment is applied.

Now that an update has gone through that shows "in progress" and "paid," I would really like to see this suggestion completed. Thank you.

I concur, there is no reason we should have to "mark as paid" when we collect a copay or coinsurance at the time of check-in. A minor hassle but will save the overall accounting and also be more accurate reporting

It may automatically be marked paid when there is a zero balance, but most of us are billing more than our contracted rate so it never gets to zero. When I mark it as Paid, I want it to apply those funds to the invoice and to write off the remainder.

When there is a "0" balance from either client or insurance, it should automatically be marked as paid

I agree with this

This would be amazing and save billing staff a lot of time.