WebPT Ideas and Discovery

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Separate Insurance on Client Balance Statement

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.

  • Guest
  • Jun 30 2020
  • Attach files
  • Guest commented
    July 02, 2020 15:53

    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

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