In the Processing Statement module, select the patient’s statement and use the Generate Invoice action to create a billing invoice. This invoice can then be...

If a statement was issued with errors or requires changes, use the Retract Statements action to pull back or cancel the statement, allowing you to make corr...

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...

In the Manage Statements module, generate the invoice you want to print. Click the Action button and select the Print Invoice action to generate a print-fri...

In the Manage Statements module, select the invoice you want to email and click the Email Invoice action option.  The patient's email in the email sta...

Email templates can be created and saved in the system to improve ease of use when emailing an invoice to a patient. In the email statement module, users ca...

In the Eligibility & Benefits screen, use the patient and authorization list options to sort the eligibility and benefits generated in the table. Then, ...

In the Eligibility & Benefits screen, locate the option to Request New Eligibility. Enter the patient’s details and insurance information, and submit th...

The remaining requests count can usually be found at the top of the Eligibility & Benefits screen, showing how many eligibility checks or requests are l...