WebPT Ideas and Discovery

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Changing TYPE of Payment for Example: Check, Electronic, Cash, Credit in a single transaction

It would extremely be helpful is we could change the type of payment in 1 single transaction.  Just like we can easily change the deposit date on an ERA payment.   If the payment is a single payment it can ONLY be done one way. Either its a check, EFT, credit or cash.  If the payment is made in different ways they would have to be posted separately anyway and that would not affect a single payment.   

 

Every month I have to go through Fidelis Care of NY EFT payment; transaction per transaction changing the payment from check to EFT This problem has caused me many hours every month of having to change payments from check to EFT.   There should be a way that this can be done in a single transaction to save time.  

  • Guest
  • Oct 21 2019
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