Clarissa French
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187 votesClarissa French
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We need a way to deal with payments that have to be refunded and with bounced checks.
Overpayment: Right now, if someone overpays -- example:the insurance verification said they had a copay and they paid it, but when the claim was processed, no copay was required -- there is no good way to record what occurred. We end up deleting the payments altogether and issuing a check to refund the client, but then have no record in Theranest to indicate what happened. As far as Theranest is concerned, no payment was ever made and no refund ever issued. Can you create a "refund" button alongside the "Write Off" button?
Bounced Checks. Likewise, there is no way to track bounced checks. The client pays, the check bounces, and rather than being able to document that (and add the bounced check fees we may have been charged by our bank as a charge to the client) again, we have to just delete the transaction like it never happened and the Theranest record is incomplete/inaccurate since it looks like no payment was ever made. Is there some way there could be a button that acts like the "Add Adjustment" button, but for payments that are not insurance?