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Cash and Insurance Clients

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5 comments

  • Gillian

    Hi there! Can you provide more context about the billable and non-billable services you're providing? You can either create the non-billable service as a Product and add it to Invoices for the billable service, or, add two sessions on the calendar, one listed as self-pay and the other listed as insurance. 

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  • Dr. David Brambert

    I will use the product list then, I wasn't sure if I was missing the option somewhere. My example is I bill Medicare for a spinal adjustment, but that is the only service Medicare covers. But many patients get e-stim or therapeutic exercises which they pay out of pocket for since Medicare won't cover those therapies. So I don't bill for those through the CMS insurance form, but like to keep it in their services in case I need the documentation for what services were conducted. I will use the product list for now, but thank you for the insight!

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  • Linda Reid

    i have a client that did not provide insurance information for 5 sessions and was put in as self pay how do I go back to bill insurance

     

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  • Gillian

    Hi Linda, to adjust this, visit the client's Billing tab on their Overview page. Hover your mouse over the sessions you'd like to change from Self-Pay to Insurance to reveal the Edit button. Then, click Edit, and check the Insurance box. Then, you can create and submit claims as normal for this client after entering their insurance information. 

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  • Camille Scent

    Is there a way to generate a list of clients who use insurance and a list of clients who are self-pay?

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