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Posting a Denial

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  • Ruth

    Hi Tatia, are you manually adding in a Write-Off amount that's greater than the session fee + Client Paid amount? To avoid doing this, use the circular arrows to calculate the Write-Off. If that doesn't work, please reach out to our Customer Success Team by submitting a Help Request. You're correct in that manually added insurance payments don't include space to note a denial reason. You can, however, add an Administrative Note to a client's file, it will appear pinned at the top of their page and will act as a sticky note. 

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