multiple location and payment processing
for multiple office users, you should be able to have the location field appear on the grid when posting in the payment window. This way you can see which location to choose from the drop down list. OR the payment should automatically apply to the location of which office the treatment was rendered in. This way, the collections are accurate to each office location
Anonymous
shared this idea
Thanks for the request.
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SusanH
commented
Please consider this request in 2020. It is still a problem where payments are posted to the wrong office location causing collections to appear off. Thank you.
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SusanH
commented
Please consider this request.
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SusanH
commented
Please consider this request. Reposting for your review in 2018. Thank you.
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Susan Haruki
commented
Please consider this request. Reposting for your review in 2017.
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Karen McCoy
commented
I agree wholeheartedly with the idea that payments should auto apply to the location of the treatment. We post by line item and do not understand why it would not automatically apply this way. If we post a bulk check by changing the location for each patient, it screws up the deposit report because the check shows up in each location.
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Susan Haruki
commented
This would be greatly appreciated, especially when posting a bulk check. We currently have to check each ledger prior to posting to ensure the insurance payment is allocated to the current location. When posting a payment, the doctor number appears on the grid next to the procedure code. Please add the location number next to it. That would allow us to select the correct location from the drop down menu under the type of payment. Thank you.