Payment Management
Payments & Claims
Track client payments, security deposits, and insurance claims.
Deposits Held
$2,400
12 clients
Collected Today
$680
4 payments
Outstanding
$1,480
7 clients
Refunds Pending
$200
1 client
| Date | Client | Type | Amount | Method | Status | Actions |
|---|---|---|---|---|---|---|
| Jan 21, 2026 | Mara Solis | Session | $150.00 | Card | Paid |
|
| Jan 21, 2026 | Kenji Patel | Copay | $50.00 | Cash | Paid |
|
| Jan 20, 2026 | Izzy Hart | Deposit | $200.00 | Card | Held |
|
| Jan 20, 2026 | Omar Blake | Session | $150.00 | — | Pending |
|
| Jan 19, 2026 | Camila Webb | Session | $150.00 | Card | Paid |
|
| Jan 18, 2026 | Elena Vasquez | Deposit | $200.00 | Card | Held |
|
| Jan 17, 2026 | Marcus Chen | Refund | $200.00 | Card | Pending |
|
| Jan 15, 2026 | Priya Sharma | Copay | $50.00 | Cash | Paid |
|
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Submitted
$4,200
12 claims
Approved
$3,800
8 claims
Received
$12,640
This month
Denied
$400
2 claims
| Submit Date | Client | Provider | Sessions | Amount | Status | Actions |
|---|---|---|---|---|---|---|
| Jan 21, 2026 | Mara Solis | Aetna | 3 sessions | $525.00 | Submitted |
|
| Jan 20, 2026 | Kenji Patel | Blue Cross | 2 sessions | $350.00 | Approved |
|
| Jan 18, 2026 | Camila Webb | Cigna | 4 sessions | $700.00 | Paid |
|
| Jan 17, 2026 | Izzy Hart | United | 1 session | $175.00 | Denied |
|
| Jan 15, 2026 | Omar Blake | Kaiser | 3 sessions | $525.00 | Paid |
|
| Jan 14, 2026 | Elena Vasquez | Aetna | 2 sessions | $350.00 | Submitted |
|
| Jan 12, 2026 | Marcus Chen | Blue Cross | 2 sessions | $350.00 | Approved |
|
| Jan 10, 2026 | Priya Sharma | Cigna | 1 session | $225.00 | Denied |
|
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