Effra allocates both insurer and patient payments to invoices in your practice management system (PMS).The general rule is that we only allocate payments when we know a payment has been made.
For insurance payments we will only allocate payments when we have received a remittance statement from them.
Some insurers give an indication that they have approved a claim, either through their portal or via email.
When this happens we mark the invoices as approved.However these adjudications are provisional and do not always result in a payment.
Only when we receive the remittance statement will we mark the invoices as paid and allocate the payment in your PMS.Some insurers make mistakes in the invoice numbers on their remittance statements. We auto-correct these for you, but we
manually check any changes to the invoice numbers to ensure they are correct. This can lead to a small delay in allocating the payment in your PMS.
Patient payments are allocated as soon as the patient pays their invoice.
If you collect a patient payment directly you need to mark the invoice as paid in Effra and we do not allocate these payments in your PMS.
See What do I do if the patient pays directly? for more information.
