Instead of the process of assigning patient payments to clear out a DOS after the insurance payment has been posted, why not have Therabill on a nightly basis allocate patient payments to open balances so these balances do not show as an open balance when the patient payment has been made and is sitting in unassigned?
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I wouldn't want this to be done automatically. There are some cases when it isn't appropriate. Could be waiting to see what the insurance is going to pay and then may need to refund the patient. Sometimes, it is unclear as to the percentage the insurance is going to pay, we collect what we think the patient's responsibility will be, but it doesn't always match.
A most excellent suggestion.