Is it “appropriate” to ask a client for a voided check for EFT enrollment? I know a few commercial payers require an EFT enrollment to be done with an ERA enrollment. Honestly EFT enrollment is more convenient, however, is it appropriate to ask a client for a voided check? Want to double check with you experts first 🙂.
Also, what is your process for a client giving you EFT information? Is this something a client gives you daily? Weekly? Etc. in order for you to reconcile payments appropriately. I guess my questions would also apply to checks payments received. How do clients relay this information to you? My current client will be an hour away so office pickup is not an option.
A huge thank you for your help!!