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Separating Phase I and Phase II payments in ledger

Question asked by cleizer on May 11, 2016
Latest reply on Apr 5, 2017 by prcarter

In some cases when a patient moves into Phase II treatment from an earlier Phase I treatment there can be a balance. There is no way that I know of to separate out the contracts of Phase I and Phase II treatments in the ledger; if there is a balance, the system will include or lump the remaining Phase I balance with the Phase II balance. We have had requests from patients for separate ledgers for flex spending receipts, etc. and we cannot provide them with a separate breakdown. Is there any way this can currently be done or is there a way that this can be modified in the software going forward. Thank you.

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