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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Aug 11, 2022

Option to write off copays with automatic processing

If I have automatic processing enabled for my organization, allow me the option to also write off copays for clients.
App Type TheraNest App
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  • Guest
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    Aug 6, 2022
    Now that ERAs are automatically processed, could a toggle switch be added for clients whose copays need to be written off? Since there is still no notes section on a client's ledger (something which really needs to be rectified!), it required checking other tabs or documents to determine who is given a write off. If we could just select that option for the right clients, their copays would automatically be written off during ERA processing.