Applying Charges to the Patient or Insurance Balances
- Open the billing window and select a patients visit.
- Click the drop-down menu labeled “visit type” above the “Visit Transactions” grid.
- Select either “Cash Visit”, “Insurance Visit” or “Deductible Visit”. (NOTE: Do not use the “Deductible Visit” option unless you have applied the insurance reimbursement fees for the patient’s insurance. See pages 15 and 16 to learn how to populate these fees.)