Use Insurance Credit To Pay For Sessions

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Jessica Lin

• October 02, 2023 17:18

My client met her deductibles and the insurance company issued a payment. She now has an insurance credit. How do I use the credit to pay for future copays? I can't find an option to do so. Thanks.

 

 

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  Kathleen Burke

  • October 03, 2023 18:31

  I'm not sure I understand what you mean by "insurance credit." I'm assuming you mean that you collected a full payment from a client, then insurance paid because the deductible was met, so you have an overpayment from the client. 

  Once you create an invoice in the future for a copay, when you click on "Add payment" there should be an option for you to apply the credit to the invoice.

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