There's currently no way to flag a session as insurance-pending when full insurance details aren't yet on file, which risks the client seeing a full self-pay charge on their account before billing is finalized. Suggested fix: add an "Insurance Pending" billing status option (alongside Self-Pay and Insurance) that holds off charging the client the full rate and visually flags the session for follow-up once eligibility/subscriber info is complete.
Please authenticate to join the conversation.
In Review
Client Billing
2 days ago

Cameron Vincent
Get notified by email when there are changes.
In Review
Client Billing
2 days ago

Cameron Vincent
Get notified by email when there are changes.