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  1. Help Centre
  2. Daily Functions
  3. Insurance

Insurance

  • Submitting Claims Through Office Ally or Trizetto
  • Invoices with Insurance Claims Allocates the Full Balance to the Patient/Client
  • Add a Claim to an Invoice
  • Add an Explanation of Benefits (EOB) to a Claim
  • Add Insurance Codes
  • Add Insurance Codes to an Invoice
  • Add Insurers
  • Add Policy to Patient/Client Profile
  • Access Legacy Insurance Information
  • Applying a Payment to Claims from an Insurer
  • Deleting an EOB (Explanation of Benefits)
  • Disable, Edit or Delete Insurance Codes
  • Direct Billing in Canada
  • Generate a HCFA 1500/CMS-1500 Claim Form
  • Insurance Optional Fields
  • Update the Claim Status
  • Superbills
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