Idea Forum

Batch statements - print billings only AFTER insurance has paid

It is useful to leave off billings that have not already been adjudicated by insurance because with so many deductibles now, it's often inaccurate what the client's balance may be on claims that have not been processed by insurance. It's a waste to print something that is inaccurate. It makes it look like the client owes more money than what they may actually owe. 

  • Stacey Stickley
  • Nov 7 2018
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