Add payment type (EFT or Check) to ERA | WebPT Ideas and Discovery

Add payment type (EFT or Check) to ERA page.

When looking at the ERA page it only indicates check number. However some of those payments come in the form of checks rather than EFT. It would help to know if we should be looking at our bank account for a deposit or a physical check.

Guest
Feb 8 2022
Future Consideration

Therabill / Payments

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Guest commented

February 18, 2022 17:35

YES!!! Whenever we get a CC payment from insurance and if the ERA came through is shows as 'check' and if i was to click 'apply payments & adjustments' it looks like was an insurance check payment when in fact it was a CC so my daily payment report is wrong and to get those payments posted correctly I have to enter them in manually in insurance payment screens rather then using the ERA screens. Even if its hard for the system to tell its another form of payment besides a check, a drop down to be able to change the payment type on the ERA screen would be helpful.

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Add payment type (EFT or Check) to ERA page.

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Add payment type (EFT or Check) to ERA page.

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