Tracking Insurance on an Invoice

You may want to apply an insurance payment to an invoice without having access to the insurance features. You must update your payment methods to either include one generic payment labelled Insurance or add each Insurer. You can add the different types of payments you accept at your clinic. To add or modify payment methods, follow the steps below.

1. Log in as Admin.
2. Click on the Gear icon (top right corner).
3. Click on Billing.
4. Click on Payment Methods.
5. Click on Add New.
6. Add Payment Method Name.
7. Click Save.

Important Note: After you've updated your payment methods you can apply the proper payments to the invoice. You can then split the payments between the Patient and insurers, or partially pay the invoice by accepting the Patient portion first and then applying the insurer payment when you get it.

Partially Pay Invoice

1. Select the invoice you want to pay.
2. Click Pay.
3. In the Pay INV-... Amount box enter the amount of the payment.
4. Click Add Payment Method.
5. Select the Payment Method.
6. Click Pay.