WebPT Ideas and Discovery

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Suspend billing for individual client

I need the ability to hold billing on a patient while waiting for an authorization or referral or insurance information; a single check box that prevents billing from being sent, & a place to note the reason for the hold. If it could have a start and end date that would be great!  Currently we create an expired auth titled "billing hold"  that serves this purpose. 

  • Guest
  • Jan 8 2019
  • Full Release
  • Attach files
  • Guest commented
    September 27, 2021 13:54

    So, it's great that we can suspend Batch Billing with a check box, it is also necessary to suspend individual client billing for all of the same reasons. When you are billing an individual patient, there is nothing in that screen to tell you that there needs to be a billing hold & prevent you from billing.

  • Guest commented
    January 10, 2019 23:04

    YES! Just posted this exact idea.

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