Billing & Financial
- How do I create or delete additional rate tables?
- Required prep steps for claims submissions
- How can I update my account billing information?
- For my rates, how do I "set it and forget it" for my practice?
- Billing and financial partners: who does what?
- How do I create an invoice?
- How does customer service for credit card processing work?
- How do I record billing for a session before signing a note?
- How can I adjust the total balance displayed in the ''Accounts Receivables'' section?
- How can I export financial data?
- I don't take insurance - how do I handle add-on code rate breakdowns?
- How do I cancel my Bluefin account?
- Dealing with co-pays
- What happens after I submit a claim?
- How do I enable auto-pay for invoices not paid in full in my practice?
- Invoicing Overview
- How do I manually refund a transaction in Payconex?
- For my rates, how do I "set it and forget it" for an individual patient/client?
- How do I submit a corrected claim to insurance?
- If I take insurance, what is the most efficient way to bill a patient/client?