Finances-Self pay section

👋 the finances tab is divided into three subtabs all , self pay , and insurance in this article, we’ll focus on the self pay subtab the self pay tab gives you a filtered view of all payments made out of pocket , meaning sessions that are not billed through insurance this is especially helpful for tracking client payments made directly via card, cash, check, or external processors table overview the table includes the following columns client – name of the client service date – the date the session took place service – type of service delivered (e g , individual therapy, consultation) amount – total cost of the session payment status – indicates whether the payment is paid, pending, overdue, waived, or refunded filters and search options at the top of the table, you’ll find a date filter – select a specific date or a custom date range a search bar – type a client’s name to locate their payments a payment status filter – filter sessions by payment status ( paid , pending , waived , etc ) these tools help you quickly find and manage the financial data you're looking for key difference from the “all” tab while the all tab shows both insurance and self pay payments, the self pay tab shows only payments made without insurance involvement this creates a cleaner, more focused view for managing out of pocket billing actions and tools just like in other subtabs, you’ll see a create button above the table clicking it lets you choose to create invoice create superbill create claim (cms 1500) create claim (cms 1500) in each row of the table, you can view or download the linked invoice or superbill use the action menu (3 dots) to waive payment view invoice send message to client send payment reminder issue refund (if payment has already been made) the available actions adapt based on the current status of the payment