To delete a contract rate row: Navigate to Billing > Contract Row. Select the insurance and treatment to generate a contract rate table.  Under the ...

Any added contract rate for a payor can be made active/inactive using the Active toggle in the contract table.  To activate or deactivate a contract rat...

TherapyPM allows you to duplicate an existing rate and apply it to another service or provider. This can save time when setting up similar rates for differe...

To bulk delete contract rates from the Contract Rate table: Navigate to Billing > Contract Rate. Select the insurance and treatment to generate the Co...

To sort the patient statements by date range: Navigate to Billing > Patient Statements. Click on the 1st tab: Processing Statement(s). Generate the p...

To generate an invoice in the Patient Statement module: Navigate to Billing > Patient Statement.  Use the "To Date" filter to generate the t...

To retract a generated patient statement: Navigate to Billing > Patient Statement.  Click on the 1st tab: Processing Statement(s). Generate the table...

If there is a difference between the Total Amount and the Paid Amount, the next step would be to: Verify the payment history. Determine if there are outs...

To print an invoice in the Manage Statement module: Navigate to Billing > Patient Statement.  Click on the 2nd tab: Manage Statement(s).  Use the fil...

To email an invoice in the Manage Statement module: Navigate to Billing > Patient Statements. Click on the 2nd tab: Manage Statement(s). Use the filt...