Ashley Mastroianni
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It would be great if we were able to input negative payments and credits. This allows us to keep an electronic record of all processes.
Negative Payments For example:
Client's EOBs do not come through theranest, therefore biller has to manually post payments. Client's EOB stated payment was $52.00 and the client was responsible for a $15.00 copayment. I applied this paymen tot the clients account. About a week later, an EOB arrived, and this EOB was for a NEGATIVE -$52.00 to reverse out that original payment, and then noted a $67 payment. The insurance decided to cover the clients copayment. Since i was manually posting this payment, i could only post the $67 payment and i made a note on the payment, however, for tracking purposes, it would be great if i could have posted the negative payment as well.
For posting CREDITS:
Clients at times send in payments whether via check, cash, zelle, credit card etc. Especially right now because of Covid, many insurance companies decided to client copayments. In situations where a payment was received from the client, it gets posted the the account and would remain as a credit balance and they can draw down from that balance, which is fine, however in some circumstances the credit balance is refunded to the client and not left on the account. There should be a way for us to post a negative payment with a note stating that the credit was issued to the client.
Of course, we keep notes on paper and in their file, but it would be great if theranest would open that feature so all records are electronically kept in the system.
Thank you for your consideration of this suggest.