Show both client name and Bill To party name on client statements
There is an issue for people who treat minors with the client statements. If the bill to is the parents name and you want to include superbill details on the statement form (this is easiest for many of my patients) then the actual child/ patient’s name doesn’t appear anywhere on the statement. This is needed for folks who submit out of network billing.
3
votes

We released an improvement that will show the Bill To name in the statement header, while also showing the client’s name in the footer (Client Info) section.