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TheraNest Ideas Portal
Status Completed
Categories Billing & Payments
Created by Guest
Created on Feb 19, 2024

Adjust filter results in Manual Insurance Payments without losing data

When working in Manual Insurance Payments, if I've started to enter write-offs and payments but realize I may have missed a service date in the payment, allow me to adjust the date filter without losing all the data I've entered.
App Type TheraNest App
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  • Allison zBouie
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    Feb 19, 2024
    Allow to adjust included claim dates after payment details have already been added without erasing what has already been added. Sometimes a date has been missed by mistake, and it's tedious to re-enter all the payment details if one date was accidentally missed initially.