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Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Aug 17, 2022

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Change payment date when processing ERAs

When we receive/process a large check from insurance into the system say on the 3rd of the month, but the check date is for the previous month, we have to go into each invoice individually and change the payment date to be within the current month so that it will be correct with payroll. It would be awesome to be able to search for a check in bulk and change the payment date to reflect the processed date.
App Type TheraNest App
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  • Guest
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    |     Jul 28, 2022
    When we receive/process a large check from insurance into the system say on the 3rd of the month, but the check date is for the previous month, we have to go into each invoice individually and change the payment date to be within the current month so that it will be correct with payroll. It would be awesome to be able to search for a check in bulk and change the payment date to reflect the processed date. The original payment date from insurance doesn't matter quite as much as when we actually received the payments.