Allow me to search for a check number when working in the Process Claim Payments tab or Paid/Processed tab so it's easier to find the payment I'm looking for.
Right now when I consolidate my checking account with the ERA and paid claims I have to add all the check amounts under different patients to get the total in my bank account.
For ex. If Anthem pays me $500 and that covers 5 patients I have to find the check number and add the patient's payments together to reconcile that amount in my bank statement.
I want to view the total check amount then click on the amount and post it to the individual patient's account.
We receive large checks sometimes when insurance companies reprocess and repay. i.e. just received 3000 claims that were reprocessed from 1 and 2 years ago. I would LOVE to be able to search ERAs solely by the check number and be able to remove the "Submitted Date" 3 month criteria at the top for these instances. I just need to download a csv of the entire check's data but the date ranges are 1/1/2021-12/31/2022 (for example). Sometimes when I reconcile check amounts, I have to search a needle in a haystack to try to find one missing era because it was originally submitted outside of the date range criteria at the top.
Add the ability to search for a check number or client in EAR when not using the APEX Clearinghouse. It is quite tedious having to get an estimate of the payment date and then sort through posted and non-posted checks until you find the client/check you are looking for.
ERAs should be easily searchable/accessible not only in the billing screen but also in the patient ledger. If a claim is denied, there should be a link to fix the problem. Adjustments should be posted automatically. A printable copy of the ERA should also be available.
When I manually enter a payment from an insurance company when I go over to the billing page and look at paid/processed claims nothing shows up except the invoice number. The check number, paid amount, payment date and processing date are all blank. It's super annoying as I can't search for a check or a payment. It doesn't seem to ever update with the information I've entered.
