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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jan 21, 2022

Apply payments and write-offs at the same time

Allow me to apply payments and write-offs at the same time without having to save one and navigate to another screen to apply the other.
App Type TheraNest App
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  • Guest
    Reply
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    May 7, 2022
    Yes, it would be great when posting/entering insurance payments I can post the payment, write off, and change the client's responsibility all in one screen instead of having to navigate back to the invoice to change the client's responsibility, then enter the insurance payment, then go to write-offs to write off the insurance adjustment. It take a tone of time and extra clicks.
  • Guest
    Reply
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    Jan 13, 2022
    right now I have to put in what they paid, save, wait for the page to reload, which takes forever for that particular page for some reason (no other pages do what it does) and then go into the write off.
  • Guest
    Reply
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    Feb 6, 2021
    While you are entering an insurance payment through your paper EOB forms, it would be immensely helpful to be able to enter the "writeoff" amount on the SAME screen and only have to push save one time. As it is now, you have to enter insurance payment and press save.. Then open the same claim and then enter the writeoff amount to reconcile the claim.
  • Guest
    Reply
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    May 12, 2020
    It would be helpful to be able to put in both client payments and insurance payments and then write off the rest all in one screen rather than having to re-enter the invoice to complete each step individually.