How to delete clients and sessions on unbilled appointments/submit claims page?
Hello there;
It is overwhelming the list of clients and unbilled sessions that appears on that page. My page has clients that are not even active and those that are listed there but I was using another clearinghouse while waiting for final set-up with simple practice. It took a while until I was able to only use the simple practice to bill the insurance companies.
Is it possible to set this page in the way that I only have active clients Or only have 2021 sessions? The other problem is that the page defaults to include all sessions and clients and unless I remember to clear that, I end up submitting claims which were already submitted by the other clearing house.
Can you help?
Thanks
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