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!
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