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Third party statements
Third party statements can be generated in the same way patient statements are created, as well as from the third-party record. Third party statements Under the admin menu, select edit third parties. Search for the third party in the lookup. Click on ...
Create a third party record
On occasion, a service may be billed to a company instead of the patient, such as an insurance claim. In such cases, create invoices on the patient’s record that are directed towards the third party. There are a few steps to set up prior to creating ...
Create a patient relation with a third party
Creating a patient relation to the third party is optional but recommended. Open a patient’s client card, click on the relations tab. Along the left, highlight third party, then click ‘new’. Use the lookup to find your third-party card. Select the ...
Refunding payments as credits
To refund a third-party payment, open the client card for the patient the payment was applied to. Click the ‘acct summary’ button. Open the invoice summary tab. Highlight the invoice to refund. Click refund/return. Select ‘create credit on payer’s ...
Creating an invoice
From the appointment scheduler, Open the appointment for the patient. Make sure the appointment status is NOT ‘done’, ‘cancelled’, or ‘missed’. Click ‘Bill other’ – the invoice entry window will open with that patient loaded. From the tabletop ...