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Payment Entry (Video)

By 10/01/2021Transactions
9:01 min
Payment Entry


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.

  1. Ledgers: looking at the view types
  2. Patient and insurance payment entry: reviewing steps to enter a new treatment
  3. Payment allocation: directing funds to claims and treatments being paid for
  4. Adjustments: automated transfer balances due to underpayments by insurance companies, payment reversals due to error postings.

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