I am having an issue allocating disbursement for a client who has changed their insurance provider. When I go to add the insurance payment, it will not allow me to manually allocate payments by the former insurance provider to the account.
- If I go to manually add insurance payment for client X
- and the payment I am attempting to add to the person's account was disbursed by client X's previous insurance provider (e.g. Univera before client X changed providers),
- but client X currently has Cigna insurance, then I am unable to add Univera's older payment to client X's account because
- when I select the client's payer on the "Add Insurance: Payment Details" section, if I attempt to add an older Univera payment it will say "No appointments for Univera Health in the selected time period".
Thank you for your time and I look forward to hearing back
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