Adding Client Payments
A place where you can add a payment
1. Calendar flyout
2. Directly from the invoice
3. Add payment workflow
Used for the purpose of insurance reimbursement
A superbill
A partially paid invoice will display this instead of being marked “Paid.”
Remaining balance
When a customer removes a portion of the client's fee so that they are no longer responsible for that amount.
DOS
If an appointment has an uninvoiced amount, what should be created before adding a payment?
An invoice
A bill for services or products
Invoice
Once a payment is applied, what cannot be added or removed from the invoice.
Line items
The total amount a client owes for all invoices.
Client balance
POS
Place of service
If a payment is added but not allocated to an invoice, it is referred to as what?
An unallocated amount
A summary of a client’s invoices and payments
Statement
To correct a mistake on a paid invoice, you must do this first.
Delete and recreate the invoice
When funds are returned to the client.
Refund
OP
Online Payments
If a client pays more than their balance, they will have a what?
A credit!
Used to confirm that a payment was received.
Receipt
These payment types can be deleted or edited if entered incorrectly.
Cash, Check, or External Card payments
An overview of the client's billing (located in the top right of the client's billing page)
ERA
Payment report (an electronic EOB - explanation of benefits)
What is it called if a payment is allocated to an invoice, but does not cover the full invoiced amount?
A partial payment!
A request for payment submitted to an insurance payer for services
Instead of deleting this type of payment, you must refund the client.
Stripe credit card payment
When a fee is increased or reduced after an invoice has already been created, the system will prompt you to create one of these.
A fee adjustment invoice
SB
Superbill