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