Client Profile: Billing
When viewing the client profile, select the Billing top tab for access to your clients billing account history, adjustment options, and statement history. This location is also where you can take a payment, enter a manual refund and enter an EOB.
This area provides access to creating client 'Charges' and 'Payments & Adjustments'. The 'Balance' owed/due will automatically adjust based upon amount entered.
When viewing past payments within 'Account History', take note of specific columns that define charges, insurance adjustments, etc.
Generating a client statement here offers options that include Client Statement, Superbill Statement, and Flexible Spending Statement. The Therapist can include other options, such as including balance forward details and more before they finalize and Generate Statement.