On the client Balance Sheet it would be extremely helpful to separate the insurance balances. For example if the client had 2 open cases 1 MVA, 1 private insurance. It would be helpful to have a list of MVA and a list of private insurance. It would also help when you have to send the balance sheet to the attorney for the MVA instead of crossing out line items.
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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 MVA 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
MVA
Show: Cancelled Unconfirmed Confirmed Insurance Open Closed / Patient Due Zero balance
Group Sessions By: Billed to