Skip to Main Content
TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Aug 3, 2022

Search claims in Paid/Processed tab by processed date

Allow me to search the claims in the Paid/Processed tab by processed date rather than the submitted date.
App Type TheraNest App
  • Attach files
  • Guest
    Reply
    |
    Jul 28, 2022
    In Paid/Processed tab, it only allows you to search within the "submitted date" timeframe. BUT sometimes we receive payments for older items. I cannot get the check amounts to match with the amounts on the eras that come in for processing if there is one from a different date range. I know there are more out there that I'd like to make sure were processed correctly and I need to reconcile with what comes into the bank but can't find a way to search for all of the eras for one check without having these dates restrictions! I'd love to be able to have the option of searching all eras within one check number OR changing the "processed date" or "pay date" to be a range option as well. It is hard to search as well when checks come in processed on a date that has already passed. Not sure what the answer is here but...hoping to make the auto processing work better for me and reconciling with our check amounts.