Client Payments: Processing a Previous Balance or a Payment Not Tied to a Session
When migrating to Sessions Health from another EHR, clients may have a previous balance that carries over to Sessions Health. Since these payments aren't tied to a session, there are a couple of ways to handle these payments:
- You may follow the same process as Pre-paying for services, but not apply the client credit.
- You may retroactively add appointments with those services with an amount due and run through the client payments process.