It would be helpful for a balance to begin aging the date the claim is paid/closed, so that we can filter our collections manager appropriately when we're calling patients. Also, patients wouldn't see a statement balance showing over 60 or 90 days when their secondary insurance just paid or there was a back end issue with their claim.
Chandra Green
Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.
I cannot tell what is old and what is new in the Provider Credit Balances Manager. I would like to know what ones actually need to be Refunded back to the customer by the years end. Thank you for your help in making this happen.