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Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Dec 4, 2017

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Separate client amount due and insurance amount due when viewing ledger grid

When viewing the client's ledger, separate the Balance Due by the client's balance and the insurance balance.
App Type Provider App
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    • Guest
      Reply
      |       Nov 6, 2023
      It would be great to be able to click on the Insurance Balance Due section at the top of the ledger so that you can then look at which claims that balance belongs to.
    • Rebecca Stone
      Reply
      |       Jul 23, 2020
      Currently, invoices only include/print the client's responsibility. It's important for clients to see the billed amount, any write off adjustments, as well as insurance responsibility. Clients should be able to see everything associated with the billed service on the invoice.
    • Guest
      Reply
      |       Mar 6, 2018
      When viewing the clients ledger, you're shown the billed amount, and the outstanding amount for each invoice. It would be helpful if instead of the total outstanding amount, it was separated into two columns. One for insurance balance, and one for client balance.