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.
4
votes
Laneischa Chester
shared this idea
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Melissa Smith commented
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