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adding payer details to Client Balance Statement

With our work comp patients, we are often asked by the attorneys for an itemized ledger, which includes the name of the payer making the insurance payments. Currently, neither the Client Balance Statement or Client Ledger Statement include this information. This requires the attorneys to call us to ask for this information.

  • Guest
  • Jun 23 2020
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  • Guest commented
    July 02, 2020 16:06

    Hey thought I would offer some help by what I do! If you go into the client case> reports> and use "Group sessions by:" drop down to billed to it will split the lines by the last ins that was billed. Or we make a "Session class" and label the ones out to WC and you are also able to search by session class inside the reports. (this take times but its what we do) and you should be able to print this from the case. Hope this helps!

    Date of Service Range

    Provider Name

    Service Code

    Session Class

    to

    WC

    Show: Cancelled Unconfirmed Confirmed Insurance Open Closed / Patient Due Zero balance

    Group Sessions By: Billed to

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