Billing Attachments

To simplify the organization of attachments, you may 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:

Go to Patient > Billing > Scroll to bottom, and there’s a box there for entering insurance information!

Still stuck? Shoot us an email and we'll do our best to help.