Skip to main content

Billing Question

Answered

Comments

3 comments

  • Gillian

    Hi Wesley, one thing many customers in our community do is request a check or EFT from the insurance payer. However, if this isn't an option, you can run the card as a client payment, then add a negative client payment to remove the client's credit on the account (this will show as an Adjustment). Then, add the insurance payment under Billing > Insurance > Payments. 

    Comment actions Permalink
  • Wesley Morgan

    Thank you

    Comment actions Permalink
  • Wayne Poppalardo

    I have applied insurance payments that have been received via check.  Now the patient has a credit on their account instead of the session being paid for.  Its as if the patient received a double payment

    Comment actions Permalink

Please sign in to leave a comment.