Ability to put in insurance payments as a batch and apply to multiple client invoices
Sometimes an insurance payment will be for more than one client. I think it would save time and eliminate user error if there was a way to input a batch insurance payment and be able to apply it to invoices of multiple clients.
Anonymous
shared this idea
If your organization uses our partnered clearinghouse, a new feature is available called Manual Insurance Payments, which allows you to manually enter insurance payments, enter write-offs, and shift balances to the client all on one screen. Click the following link to learn more about this feature: https://theranest.zendesk.com/hc/en-us/articles/4407277624340-Manual-Insurance-Payments-TheraNest-
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stephanie souza
commented
Often we get a check with a large amount with various clients on it, but the system wont allow us to use the same check numbers. Also, It would be easier if we entered the check amount in total and then it applies to each client so if we forget to apply or apply it wrong it would show. If you look at Office Ally, they do this part very well.