We have a lot of patients that call and question why they are receiving a bill for a date on the billing statement that they have a receipt for. Please add the list of patient payments on the statement or do not allow the payments to post to the oldest amount due and post the payment to the current daily charge due to significant patient confusion!!!
You can choose to include unassigned patient payments on the client statement.
https://therabill.zendesk.com/hc/en-us/articles/360006894712-Settings-Client-Balance-Statement
We also have a planned project for 2023 to allow users to post patient payments based on the Date of Service when integrated with the WebPT EMR.
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