How do people show their clients exactly how their copays were applied, when the copay has been turned into a "credit applied"? Sometimes clients wants to know which copay they missed a long time ago (like in 2016) and sometimes a client wants a list of all copays they've made, showing on which DOS they were allocated, to submit to their flex-spending account.
In order to make them an actual "list," we have to print out a list of their payments, then for all of the "applied credits," try to figure out which copay date might have been applied to it. This often takes a very long time to research. What do the rest of you do to show exactly where a copay was allocated, when it has turned into an applied credit?
Customer support service by UserEcho