Add ability to apply payments to invoices when processing ERA payments

Situation: Client pays in full at time of service, therapist sends claim to insurance as a courtesy. ERA received from insurance. When therapist hits "process claim" then the 0 dollar ERA sits in the ledger not connected to the original invoice rather than applying the ERA data to the original invoice. This creates a mess in the chart and makes it impossible to track insurance data associated with the invoice. The work around is very time consuming as it involved unapplying the out of pocket payment from the invoice, then processing the era in the billing, then going back into the ledger to apply the out of pocket payment again.

An easier way for the billing to be updated in the individual file. Right now I have to update payments under billing after I've received payment from the insurance company and then I have to to into the individual client to show that the bill was paid. It would be great if it was linked so I'd only have to input this info in one spot!

Allow bills to automatically accept any adjustments and auto post without staff having to individually go in and make adjustments to each claim prior to billing

When a client has a deductible and the ERA comes back, can the $0 payment from insurance be able to be applied - right now, those "payments" are not able to be processed and we have to manually press "Processed Payment" however, it doesn't show on the ledger: Insurance Payment $0 Client Owes: $***.

We were under the impression that ERAs auto posted when we signed on with TheraNest....

Our billing company is struggling with TheraNest system, which has increased the cost of our contract. Please complete this upgrade! We are also considering other options due to a poorly integrated billing component in TheraNest.

Hand-posting every ERA is a tedious process. A comprehensive electronic medical record system should consider this a PRIORITY. It would also be an attractive feature that would be a marketing asset. Please prioritize upgrades in TheraNest to include auto posting!!

Quite a pain - the payment posts automatically but then you have to go and add the write-off - then because you recommend we don't use our contracted rates because payment is not 'exact' have to turn around and manually mark things paid - very time consuming for no reason.

I so agree and am starting to seriously consider changing programs. I was using MyClientsPlus and I loved the billing part of the program. I could bring up ERAs and either apply or not to each session the ERA was paying on. It would automatically apply the amount paid by insurance and any write-offs plus the co-pay from the service date without me having to do anything. When the full amount of the claim had been "paid" it would automatically show the session as paid in full. If there was secondary insurance, it would automatically create a claim for secondary and all I had to do was either send it or delete if I wasn't going to bill secondary. If I was manually going to put in ERA information, it would bring up the claim with all the sections (client amt, insur amt, ded, copay/co-insur, write off, etc.) that I could fill in instead of having to put payment then save and close, next write off save and close, client payment save and close. With MCP it would take about a minute at the most for an ERA with 10 payments. If only MCP had had a decent note program and client portal.

No it is not. I used simple practice for a year and it was a nightmare. SP only works when everything is perfect and that is a very narrow range. When there was an issue, it was a real pain to correct. It takes far less time to manually verify each claim as paid and mark them than to have to fix any errors.

I agree. I was really excited about switching to the TheraNest system, but now that I've had to submit a few claims through Office Ally, I'm really debating continuing to use your software. It requires more paperwork and time. The system I switched from has ERAs, claims, electronic enrollment, and payments all integrated (I was using Simple Practice). It's very time consuming for me to have to use different programs to bill and I would love to see all of that become part of this system.

Absolutely yes! We had to hire another full-time biller just to keep up with posting payments when I know there is software out there that can probably handle this automatically. I thought that's what we were getting when we signed the $500 monthly contract with Availity. That plus our subscription fee and we're paying $15,000 annually for our group practice between TheraNest and the clearinghouse. This needs to improve or we may have to switch to an EMR that integrates this.

I thought this was there already. Please make sure this gets added.

Love this, I also learned recently that some of my colleagues EMR does this also. Would be awesome to have that feature and save me a great deal of time.

Hi why it has two steps to applying the payment first I have to go to the clients page and then to the ledger screen, then write off payment then from there it should automatically sent me to the submiited claims but it doesn't do that I have to manually go and do three steps to apply for payment and marked it paid, please advised if there is a faster way of doing in it. Thanks

Right now I mark a submitted claim as "paid" (to keep for my records) and then have to create a payment for the amount the insurance paid and applied to an invoice as a separate action. I would love to be able to pull the information from Office Ally/Availity of what the insurance paid, and have it automatically apply to an invoice so that I don't have to manage these two pieces separately.

my colleagues use an ehr that automatically posts each insurance payment to the client account. That would save a lot of time. Is this feasible