WebPT Ideas and Discovery

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Sending To Insurance Invoicing Area

Currently if a session is set to "BILL TO CLIENT" - there is not a simple option to change to BILL TO INSURANCE if the client presents insurance at check in. Can this be added? The only way is if a payment is added to the session and then the option populates to send to insurance invoicing area. But not all sessions need a payment (i.e. Medicaid)

  • Guest
  • Oct 10 2023
  • Future Consideration
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