WebPT Ideas and Discovery

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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit TB-I-5370 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. .

Batch clients new unassigned payments. Can you add autofill? We can check off DOS and unassigned payment will auto fill. It is very time consuming to do line by line everytime a patient pays on their statement in webpt and it transfers to therabill Merged

Guest
Jan 6 2023
Planned

Therabill / Payments

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