PM Invoices and ACH Payment (Table of Contents)

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• Access Your Invoices/Setup ACH Payment

  Only Users designated as Site Admins can view the Billing Invoices. This Permission can be removed from the Site Admin as well. Access Your Invoices Go to the Admin Dashboard. Select Invoices. Select View to see a specific Invoice. The PDF of the ...

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• Manually Batch and Upload Statements/Invoices (Table of Contents)

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• Old PM Patient Balances: Balance Forward

  Most groups have Patient balances to bring forward from their old system. The benefits of moving the balances are reducing time spent in two systems and the ability to send just one Statement to each Guarantor. The balance should be written off in ...

• Payment FAQs

  Payment Related Questions Why is the Copay pop-up not displaying on the Modify Charge Screen? The Copay Received Date must be the same as the Date of Service. How do I print the Payment History for a Patient? Why should I do a Balance Transfer when ...