Tracking Insurance on an Invoice

It's important to manage payments accurately at your clinic, even if you don't have access to insurance features. You can achieve this by setting up your payment methods to handle insurance payments effectively. Ensure you have a generic "Insurance" payment method or specify each insurer. Follow the steps below to update your payment methods and apply payments correctly.

Update Your Payment Methods

Add or modify the payment methods your clinic accepts.

1. Log in as the Admin.
2. Click on the Gear icon (top right corner).
3. Click on Billing.
4. Click on Payment Methods.
5. Click on Add New.
6. Add Payment Method Name.
7. Click Save.

Important Note: After updating your payment methods, you can apply the appropriate payments to the invoice. You may split the payments between the Patient and insurers or partially pay the invoice by accepting the Patient portion first and then applying the insurer payment upon receipt.

Partially Pay Invoice

• Select the invoice you want to pay.
• Click Pay.
• In the Pay INV-... Amount box: Enter the payment amount.
• Click Add Payment Method.
• Select the Payment Method.
• Click Pay.