Co Pay showing as client credit

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Hannah Goldman

• May 06, 2022 16:56

I am going back through billing for my insurance patients and I see that 1) pt's  co-pays have not been automatically charging, and 2) when they do charge they are registered as Client Credit and not as co-pay. I need help deleting these credits and making sure co-pays are appropriately charged.

I have been charging co-pays by submitting the designated amount in the "client owes" section. I also have their co-pays listed in their insurance section, and I thought this would automatically be reflected in the billing (but I see now that it's not.) 

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  Wendy Belding

  • May 12, 2022 19:47

  Hi,

  I'm guessing you haven't created an invoice for these sessions?  Just collecting the fee doesn't clear it out of the client's balance.  You have to invoice and collect to clear it out fully. 

  Good luck!

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