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Overview – Posting Payments



Once you have visit(s) entered for a patient you can post payments using a variety of methods; individual patient or insurance payments or through a payment plan.

Click Change Visit to enter in to the relative visit to post your payments.

TIP: You can tab to advance from field to field, point and click with your mouse or use a combination of alt and the ( _ ) letter to select options. [i.e. alt and H will take you to Change Visit, on the highlighted visit.]




Patient Payments

Insurance Payments



Get Previous Credit

Payment Plan

Continuation of Treatment