It is extremely frustrating when a patient

It is extremely frustrating when a patient pays for a date of service and when applied, Therabill just takes the oldest unassigned payment and applies it. For instance, I have a patient who in 2020 had a $40.00 copay per visit. Some of her claims from December 2020 remain unpaid as I am working with the insurance company on these denials. Her benefits changed in 2021 and she is now responsible for a coinsurance. We have been paid for 2021 claims and the coinsurance is charged to the patient. The patient pays the coinsurance on 7/6/2021. When applying to the proper dates of service, Therabill applied the December copays rather than the correct payment on 7/6/21. The copays should remain unapplied until I hear back from the insurance. There should be a way that we can select the payment we want applied. It should not just take the oldest unassigned payment and apply it. That is too messy.

Guest
Jul 7 2021
Planned

Therabill / Payments

Jan 5, 2022

Admin response

There is a planned future project to have patient payments assigned to the correct DOS when integrated with the WebPT EMR.

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Guest commented

October 11, 2022 12:37

We use webpt as our scheduler and to collect the copays and therabill for billing. I just came to add this suggestion. The patient's payment should apply to the date of service that they paid it on. I know that Kareo did this when we used their system for billing. It saves so much confusion for patient and us too. And so much time looking back to see where there was a date of service that the patient didn't pay for one reason or another.

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Guest commented

February 18, 2022 17:23

you can avoid having the unassigned balances posted by ensuring that as your entering the value in the co-pay, deductible or co-insurance boxes that the "post to unassigned" check box is DESELECTED. If you are entering a value less then the patients total unassigned payments balance, that box will be AUTOMACTICALLY selected and turned on, no matter where you were intending to actually post their payments. If you take payments ahead and want them posted to specific dates you can apply them in advance to the DOS even while still waiting on insurance to go through through the client payment screens.

unassigned chec...

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Guest commented

January 05, 2022 16:57

The payment should remain unapplied and we should be able to take the money from unapplied and apply it where needed. Every time statements go out we get calls that the patient paid on a specific date but then it went to another older date that had a balance and they do not understand that and it is difficult to explain over the phone.

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