Accounting
Training Videos
- Video - Accounting Dashboards and Invoices
- Video - Apply Granted Credit
- Video - Apply in Full
- Video - Breaking Down An Invoice
- Video - Canada - Auto Posting (ERA)
Accounting Reports
- Create List of Pending Invoices
- Discount Reports
- Resolve Unassigned Items Report
- Using the Unassigned Items Report to Correct Unassigned Service Charges
- What does "Null, Null" mean in a Refund report?
Adjustments and Corrections
- Assign Charges to Insurance from a Paid Patient Invoice
- Balance Transfer Reasons
- Can I undo a voided invoice?
- Change Credit Card Type After Payment Has Been Applied
- Discount Reasons
Credits, Refunds, and Returns
- Apply Patient's Credit Balance To An Invoice
- Enter Returned or NSF Check
- Grant Credit and/or Refund a Patient
- Granted Credits and Refunds: Effect on Receipts and Deposits Report
- How can I find a report of patients with a credit balance?
Invoice Features
- Change Invoice Status
- Change Invoice Status from Paid to Active
- Create Guest Invoice
- Find Guest Invoices
- How do I add a diagnosis to a specific item on an invoice?
Invoices and Fees
Patient Statements
- Assign Guarantor
- Custom Invoice and Statement Message
- Patient Statement Envelope
- Print Multiple Patients' Statements
- Print Statement(s) for One Patient
Payments
- Apply Payment Button is Inactive
- Canada - Auto Posting
- Enter Pre-payment
- Error Message: Springform Error
- FSA/HSA Benefit Card AFTER Payment Received