For our clinic's group sessions we have a mixture of clients who pay for services through insurance, and also those who choose to go the private pay route. From what we can tell within the Appointments module, there isn't a quick "at a glance" way to determine which clients are private pay, and which ones have insurance coverage. Does anyone know of a setting or something you have done to quickly show which clients are private pay while remaining in the Appointments module? The primary reason wanting to see this info is when private pay clients check in, they are responsible for making a payment at the time of the appointment.
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