seeing couples individually

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Lanae Ayers

• May 08, 2021 16:41

When I see an individual that is part of a couple that I see the billing charges, as in private pay, instead of the insurance.

How can I correct this?

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  Ruth

  • May 20, 2021 22:07

  Hi Lanae, the billing information doesn't transfer over when you create an individual client from a Couple Client Profile. You'll want to reenter the client's insurance information after you've created the individual client file > Edit > Billing and Insurance. 

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