WebPT Ideas and Discovery

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Adding a Posting (Received) or Entry date to the ERA Auto payment section.

Adding a Posting date to equal the specific date we are posting (not the entry date); an example a specific date we need when searching a payment batch vs. how it is set up now having a Deposit date in the ERA only, the Deposit date (how is set up) is the entry date that shows when it was entered. This will benefit when printing a payment report and searching by the specific or elected batch date we are entering or the end-of-month report. Just like the manual posting (Batch Ins, Batch Client, COB Batch Ins), it has the option for us to enter our own specific date "Posting Date" in the Received Date field. Also the beneficial by updating this it will avoid us entering manual and entering automatically it will link the EOB in the session to look for the EOB. I hope the ERA section can be updated by adding Received Date (Posting Date) or Entry date. This will avoid entering manual all the payments and not able to use the automatic payment option due to missing fields. Thank you.

  • Guest
  • Mar 7 2024
  • Future Consideration
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