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Kate

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  1. Apply batch write-offs to remaining balances due across different client ledgers

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    17 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Kate commented  · 

    Problem: Ideally, I should be able to apply the insurance payment at the same time as adjusting off the remaining balance. Ex: If we charge Medicaid $85 for a service and they pay $65, I should be able to adjust off the $20 at the same time as applying the insurance payment and have it affect the outstanding balance.
    Suggested solution: Since right now the "adjustments" only affect billing secondary insurances, you should add a radio button option: "Allow adjustment to affect the patient's balance." Then users can then select how the adjustment affects the patient based on the situation.

    Kate supported this idea  · 

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