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.
Includes both a simple and an advanced workflow with notes on system configuration. 48m43s.
Navigate the video with these timestamps or their chapter markers to watch specific sections.
02:02 Example 1 - Simple workflow
23:43 Example 2 - Advanced workflow with configuration notes
Explore the training materials linked below to learn more about the workflows in Billing overview.
- Add an insurance policy to a patient
- Configure practice-wide insurance payers, addresses, and policies
- Chart treatment and view coverage estimates based on flexible fee schedules
- Review patient financial balances and transaction history
- Create and review an insurance claim
- Receive and allocate batch payments
- EOB (Explanation of Benefits) processing
- Enter contractual adjustments
- Enter a patient payment
- Work from the Financials panel
Advanced billing topics mentioned: