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Post by KizerOpt on Aug 18, 2014 8:51:35 GMT -6
Currently, accounts will link when I transfer an insurance credit (overpayment recapture, etc) to another patient. I have Blue Cross Claims listed as a patient so I can move the payments as needed, but I do NOT want to link patient A and patient B together just because each one happened to have money transferred into or out of my Blue Cross claims patient. This becomes quite confusing for our staff, as they expect to see patients linked together based on family. Please make it so that a 'transfer to patient payment' does not automatically cause them to show as linked accounts. I can understand if they have to show linked to the insurance, as it is the 'patient' directly connected, but they should not be linked to any and every one else that insurance patient is connected to.
Thanks, Karen
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