I have many patients who start off with insurance and then switch to self pay. Could you answer the following?
1). Is there a way for a statement or any document to reflect item by item all the payments made on an account with mixed self pay and insurance pay? The insurance status report is not adequate.
2). Is there a way for a statement to show the insurance payments that have been made on an account? Again, the insurance status report is not formatted well enough with missing heading and takes editing to make it presentable and clear. The font ends up being rather small as well when saved.
Please let me know if I'm missing something.
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