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Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jul 19, 2014

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Show payer from insurance ERA payments on payment details

I would like for there to be options on the insurance payments to show which insurance company is making the payment when I create the payment on my client's invoice. The payer should automatically show up on the payment. I would also like to be able to run a payment report by type. This is needed at the end of the year to confirm your payments for each insurance plan matches the 1099 you receive from them.
App Type TheraNest App
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  • Guest
    Reply
    |     Sep 28, 2018
    Yes, thank you!
  • Guest
    Reply
    |     Apr 18, 2018
    It would be great if you could incorporate the provider that rendered the services on the new Invoice page. With the new update, when you click add invoice, it pops up automatically that the invoice has been created, however, you have to go and click "Edit Invoice" in order to see if the correct provider was chosen.