When creating an invoice for a client who is insured but out-of-network, and therefore paying out of pocket, there does not appear to be a way to make a default invoice option to "Client Amt Due"...it is always set to "Ins Amt Due," necessitating having to manually change it every time an invoice is created.
Yes! There should be a way to store client insurance information and select an option to self pay. So that clients have fully filled out superbills to submit for out of network claims.
Would love to see a feature of a cash pay. Some clients do not use insurance, so we have to save a billing note that usually says "cash rate $95" It would be very helpful to have a spot in the billing that indicated as "cash rate" and we could avoid missing the payment because the copay says $0.00
Could self pay be added as a drop down choice in the billing and insurance category? With the ability to assign a payment amount? This would be great for those of us with both self pay and insurance based clients. Thanks
I created an option for insurance that just lists private pay as the insurer, and payer code 0000, then I list the private pay fee under the copay amount. It's been working okay as a work around!
I would like to have the ability to choose self pay, in the same manner that I can currently choose insurance carriers. I would also like to see the ability to enter the self pay amount, in the same manner as I enter the copay for insurance, so that it populates the agenda.
I am working with a psychiatrist that uses this system. When an insurance company asks me to provide the receipts to show proof of payment, I was thinking it would be great to have everything listed in one spot instad of several systems. For self-pay patients there is not an option to list a "Selfpay" patient as only insurances are listed. By entering this option, it's less time time for the staff to look up charts when they can look on the tab and it shows up on the Agenda or their client chart. The physician can use various payment systems but as stated if they could just enter the type of payment received, the date, the amount and transaction auth number that would help tremendously!
If a client doesnot have insurance and is private pay - it leaves the insurance area on the note blank. We need a place to indicate a private pay client and the note needs to reflect that in the header. being able to run a report showing private pay vs insurance would be great too
