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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.

To learn about more advanced billing and configuration tasks, see Manage insurance payers and policies, Practice settings: fee schedules, or Practice settings: financials.

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.

Reference Material

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.