Document Client Payments

Yes. CILe helps you document the client payments on the "Copay This Week Maintenance" screen. The data on this screen comes from the information you put into each of the client's session notes throughout the week. If you failed to document their payment then, you can do it here.

You access the "Copay This Week Maintenance" screen off of the Fiscal Menu (shown above).

Click on any field in the screenshot below to jump to the explanation of that field, and click the up-arrow to return to the screenshot.

1) Insurance Payment Maintenance screen	This screen allows you to view all of the prior week's session on a single page, and to edit the client payment information. This is particularly convenient if you prefer not to document these checks in CILe while you are seeing clients throughout the day.
2) Date	The date of the session note.
3) Time	The time documented on the session note.
4) Client	The name of the client.
5) Amount Due	This button gives you access to the note, as well as to the Secondary Insurance information, by expanding the height of the line, exposing the 'hidden' data. Click it again to re-hide them.
6) Amount Waived	The amount you are waiving from what the client owes you.
7) Amount Paid	The actual amount of money the client gave you for their portion of the copay, co-insurance, or session fee.
8) Payment Mode	Whatever note you would like to include to describe how the client paid you. I use words like "Cash," "Check 3465," etc.