Ideas & Enhancements

Value Transaction Default Paid By/To by Value Code

Add an option to configure default Paid By/ Paid To for value transactions by value code.


Adding transactions via bulk request becomes tedious to specify the Paid By/ Paid To for each transaction.

  • No multi select & edit is available

  • Add transaction page gets very laggy when bulk adding > 10 transactions


Proposed solution of default Paid By/ Paid To eliminates nearly all need for user to interact with Paid By/Paid To drop downs.


Ex.

VALUE CODE -> Paid By/ Paid To
CASEEXP -> Us/Provider
DTF-> Settlement/Us

ATTYFEE -> Settlement/Us

SETTLE -> Recovery/Settlement
MEDICAL ->Settlement/Provider



  • Guest
  • Dec 21 2023
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