And how to be super efficient with billing… Receipts When a patient has a regular visit, some of them like to get a receipt that they can take to their health fund. To do this, when you bill them, just select ‘Print and Close’ instead of ‘Save and Close’ on the Payment/Sale form. This will […]
To view or print a patient statement, go to the patients account and click the ‘Statements’ button in the top right. There are 4 types of patient statements: 1. Insurance Statement – this is obviously intended for the patient to claim from their insurance. 2. Position Statement – shows the patient all care they have […]
In your office there are a number of financial processes. Here is a brief overview of those processes and how to use Spinalogic to complete them. The critical items are marked with ** and the very important ones with *. The others are good to track but not essential to start. Practice Processes **End-of-Shift Reconcilliation […]
Print Insurance Statements (All Editions) IMPORTANT NOTE Please don’t get confused between statements and receipts. Don’t print a statement for a patient for every visit. If you want to give them somehthing they can take to their health fund, print a receipt. Read more here. Set up Scheduled-Payments (All Editions)
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