If you Courtesy Bill for your patients, you will want to follow the steps below:
Once the patient info has been received and you complete the insurance verification process through pVerify button within the case, you will need to select EDIT inside the insurance verification pop-up screen.
Scroll down to the bottom and select NO for Provider Accept Assignment.
Then, add in the amount you intend to collect each session to the Copay/Coinsurance field.
With this process and settings applied, this patient will be prompted to pay the rate you entered at each session, and you will be able to submit claims on behalf of the patient. Please note that when collecting at the time of service, you will need to manually select the charge type "Self pay" at the time of collection.
With this setup applied, any reimbursement from the payer will go directly to the patient.