Process payments and insurance
Enter a patient's payment, associate an insurance policy with a patient, adjust charges on an account, create a claim, record batch payments from insurance, or organize a payment plan for a patient.
For more details and step-by-step instructions, see Make patient payments, Add insurance to a patient, Add an adjustment, Insurance claims overview, Batch payments overview, or Payment plans overview.
Quick Start Videos
Billing overview: From patient care to financials Learn how a treatment charted on a patient's record becomes a financial charge that can then be paid, sent to insurance on a claim, and more.
PDF - Patient Financials Workspace Tour Quick Reference Guide A handout to familiarize yourself with the patient financials workspace layout and terminology.
PDF - Processing Batch Payments A flowchart illustrating the overall workflow for entering batch payments and allocating payments.
PDF - General Financial Questions A collection of questions and answers that cover a wide variety of financial features. Questions are grouped by category and include screenshots and examples.