Decoration Decoration Decoration
Decoration Decoration

Billing Attachments

To simplify the organization of attachments, you can attach files directly to the billing section of a patient’s chart or a company’s billing page.

You can add attachments to any billing note, and add scans of insurance cards.

To add insurance cards to a patient’s chart:

  • Head to the patient’s chart, then select Billing from the side navigation
  • Scroll to the bottom of the page, until you get to the Insurance section
  • Click the plus sign icon to add the insurance company’s name, then the patient’s policy and group numbers
  • Click Attach files to upload a scan of the patient’s card
  • Once you’re happy with your selection, click Add Insurance and you’re done!

Related Articles

Icon Patients
How Do I Manage Patients? How Can I Enroll a New Patient? How Can I Archive or Unarchive a Patient? How Do I Add a New Patient? What's On the Patient Detail Page? How Can I Add a Note to My Patient's File? How Do I Schedule a Patient Appointment? How Can I Upload a Consent Form? How Can I View Patient Appointments? How Can I Designate and Update the Head of Household? How Can I Import My Existing Patient Information? Export Patient Information How Do Families Work? Patient Invoice Breakdown Can My Patients List Multiple Credit Cards? Handling Chargebacks and Disputes Private Notes Allowing Patients to Enroll Online With or Without a Credit Card Automatic Expiration Notifications to Patients Onboarding a New Patient Managing Your Patient Dashboard Assigning Emergency Contacts Text Formatting Uploading an Audio File and Assigning It to a Patient Patient Utilization Reports Contact Cards
Decoration

Focus on your practice. Not paperwork.

Sign Up Today!