2.0 Generating Charges: Insured Patients

If your practice does not do Insurance Billing & only Cash/Self-Pay Patient services, you can skip this section & proceed directly to next Section 3: Self-Pay Patients.

Section Overview
In this section we provide an overview for the life cycle of an Insured Patient & cover the following:

1. Enter Charges – Where you will create the DOS Encounter charge (The auto-generate feature by-passes this step & the DOS Encounter charge is sent directly to Approve Charges, however all DOS/Encounters can still be edited & managed on this page).
2. Approve Charges: This is where charges are approved once they have been created.
3. Print/Send Claims: Here, claims are filed & managed.
4. Patient Accounting: Is where you can collect patient self-payments for co-pays etc.