Entering payments using the patient payment tab and the insurance payment tab in the transaction’s module and learning how to adjust payments in various scenarios.
- Ledgers: looking at the view types
- Patient and insurance payment entry: reviewing steps to enter a new treatment
- Payment allocation: directing funds to claims and treatments being paid for
- Adjustments: automated transfer balances due to underpayments by insurance companies, payment reversals due to error postings.
Be sure to use your Training Database when doing any practice. This will prevent making any unintentional changes to your patient records or accounts receivable.