I need someone to call me. I am unable to generate appropriate invoices. Originally, my client was setup for self pay. Recently, I input the insurance information however, it does not apply the fee. Even so, the information is there yet still on self-pay and the insurance is overseas. Either way it should still create an invoice with the fees added. Please advise.
Angie Nelson-Gates LMFT
Hi Angie, any changes you made for your client's Billing Type after an appointment was scheduled, won't apply to these previously scheduled appointments. You'll want to manually change the appointment type for these sessions retroactively. If the appointment was in the past, or already held, you'll want to go to the client's file > Billing tab > click on the Appointment and change the Billing Type to Insurance Pay. If your client's appointment was scheduled before making the changes, but the appointment hasn't happened yet, go to the Calendar, click on the appointment > hit the trash icon at the bottom of the flyout window to delete it. Now recreate the appointment. Let me know if you have any additional questions!
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