Ensora Mental Health Ideas Portal
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Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jul 23, 2019

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Separate insurance credit from client credit in client ledger

It would be helpful to have an insurance credit option along with the clients credit. Currently if there is an insurance credit it goes under clients credit which throws therapist off thinking client has a credit when its actually an insurance credit/overpayment.
App Type Provider App
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    • Melissa Smith
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      |       Dec 6, 2023
      Can you please take insurance over payments and add a category of insurance overage instead of displaying it as a client credit. For example, If the client has a $25 credit and inusrnace has paid $150 over both totals are under client credit and the client, staff and others think this is the credit they have to spend towads copay. Needs to be client credit $25 Insurance Overage $150