Wanted to ask other people what their experience is / what they find works the best when discharging clients from a provider's case load when they still have a balance due.
We are trying to determine whether or not it would be ok to make our AR person their "primary" staff person. Anybody see any issues with that?
We have a provider who is leaving the practice, and a few of their clients are discharged from care, but they would still show up on her list unless we save them to another person. They are no longer receiving services here (officially discharged) but they owe money still.
Goal being that we don't lose track of them and their balance due - we also don't want to ambiguously assign them to another provider and have them showing up on their list, throws their stuff out of whack.
All ideas welcome, thanks!
Customer support service by UserEcho