The Third Party billing module enables you to create, reconcile and manage patient insurance claims.
Note: This is an optional module available for an additional fee. To learn more about how to add the module to your account, please call client care at 1 (888) 373-6996 for more information.
When you receive funds from an insurance provider and need to reconcile a treatment, follow these steps:
- Go to Reports >> Insurance
- Click on the “Reconcile” tab
- If necessary, use the search filters at the top to narrow your list to a specify date range, practitioner, etc.… and click on “Search”
- Locate the appropriate treatment in the list, and click the red dollar sign icon to mark the treatment as paid.
Note: If you accidentally mark an incorrect receipt as paid, simply click on the icon again and it should return to “Unpaid” status.