WebPT Ideas and Discovery

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X the payment information disappearring after each EOB payment is applied

Used to, when applying EOBs manually into the system, the received date, check information, and insurance company would stay populated for the next patient after applying the payment. Now it resets each time a payment is applied. A rep has stated that we should be using the insurance company search to enter multiple patients with the same EOB information, and while this seems like a good idea in theory, it's really not in the practice day-to-day of entering hundreds of EOBs. Would love for the EOB information to stay put until we want to change to the next EOB, even when searching by patient.

  • Guest
  • Feb 8 2021
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