1. DOB: Displays client's date of birth.
   
2. Last Appointment Date: Displays the most recent appointment date. Cancelled, late cancellation, and no show appointments are not considered.
   
3. Last Appointment Status: Displays the most recent appointment status such as Confirmed, Occurred, etc.
   
4. Last Note Date: Displays the most recent note date.
   

Use the right-side scroll bar to view the last appointment date, last appointment status, and last note date.

Enhanced Refund Options: Partial Refund Now Supported

What’s New

Support for Partial Refunds

1. Full Refund (default selection)
2. Partial Refund (new option)
   

Refund Amount Behavior

Full Refund

1. The values are read-only and cannot be modified.
2. The total amount appears under the Total Refund label.
   

Partial Refund

1. Users must manually modify the desired refund amounts per service line.
2. The total is dynamically calculated and shown under Total Refund.
   

Unapplied Amount Field

Account Payments/Adjustments Behavior

Example

1. A $50 payment was made on January 20, 2025.
2. A $30 partial refund is issued on February 1, 2025.
3. The following entry will be created:
   
1. –$30 refund transaction
   

Partial Refund

Reallocating Extra Client Payments to Unapplied

What’s New

1. When the total applied client payment exceeds the insurance-allowed client responsibility amount, the system will:
1. Apply the appropriate insurance payment to the claim.
   
2. Move any excess client payment to the client's unapplied credit.
   

Why This Matters

1. The system automatically ensures claim balance accuracy.
2. Extra client payments are preserved as unapplied funds, making them available for use on other claims for the same client.
   

Key Benefits

1. Prevents negative balances on claims.
2. Reduces manual intervention to correct overpayments.
3. Enables efficient reuse of unapplied amounts across the client's account.
   

1. Date of Service: 01/20/2025
2. Procedure Code: CPT 99242
3. Billed Amount: $200
4. Client Payment: $50
5. Insurance Balance: $150
6. Client Balance: $0
7. Total Balance: $150
   

1. Insurance Paid: $100
2. Adjustment (CO-45): $70
3. Client Responsibility (PR-01): $30
   

1. Total allowed amount = $100 (Insurance Paid) + $70 (Adjustment) + $30 (Client Responsibility) = $200
2. Client is responsible for $30, but has already paid $50
3. Result: The system applies $30 of the client payment and automatically moves the remaining $20 to the client's unapplied credit.
   

What’s new

1. Line item
2. Service code
3. Encounter date
   

Transaction Details

1. Payment Date: Displays the date when the transaction was made.
   
2. Posted Date: Displays the date when the payment was posted in the system.
   
3. Reference Number: Displays unique identifier for the transaction.
   
4. Transaction Type: Displays type of transaction (e.g., Client Payment, Insurance Payment, Adjustment).
   
5. Amount: Displays total transaction amount.
   
6. Source: Displays source of the payment (e.g., cash, cheque).
   
7. Description: Displays the description of the transaction.
   

1. Encounter Date: Displays the date of the associated encounter.
   
2. Service Code: Displays the code for the billed service.
   
3. Charge: Displays the original charge amount for the service.
   
4. Applied: Displays the amount of payment applied to the service.
   
5. Unapply: A button that allows users to unapply the payment from a service and move it to unapplied.
   

Note: The Unapply column is visible only for transactions of type Client Payment. This feature will become functional in an upcoming release.