Description Overtime payments can be left unallocated to any treatments or "floating" in the ledger. To help clean up your aged receivables, we suggest running a report of all unallocated...
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Description This article is a guide of how to reallocate an insurance payment from one patient in a family to another patient part of a different family. Step-by-Step In this...
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Description This article will guide you on how to enter an insurance refund adjustment for a reversed claim. Step-by-Step When a claim is reversed (CV status), and the insurance company...
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From the Treatment Flow window, there is an option to go directly to the Patient Payment screen. It can also be accessed at any time by going to the Pat Pmt tab...
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The account you are transferring the credit to must have an owing balance. If they do not have an owing balance, you will need to place a patient note reminding...
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