Is there any way to see all the insurance payments for one specific client? I know they are listed in the clients account under "billing," but they are mixed in with the sessions and payments. I'd like a list of just the insurance payments.
Please note that due to the circumstances around COVID-19, we are seeing a significant increase in the number of help requests to our Customer Success group and we're working to respond as quickly as possible. We do strongly encourage you to take advantage of all the free resources we have available. Thank you for your patience and understanding.