Configuring your private billing settings

You configure your private billing default due dates, late penalties, interest rates, and more, to align with your clinic's workflow. This article goes over the configuration done within Billing Settings. If you are configuring private billing, also consider these configurations outside of billing settings:

📌 Note: To access the private billing settings, you must have the Billing Settings permission (refer to User permissions).

Steps

From the main menu, navigate to Settings > Billing, and scroll down to Private Billing Settings.
You can configure the following available fields:

Item	Description
Default Private Billing Currency	From the list, select the currency. 📌 Note: You can change the currency type when creating the bill.
Due Date Period	Set the length of time before the invoice is due. 📌 Note: Period starting points are from the date of billing item creation. From the list, select a duration.
Penalty Calculation	Set a financial penalty for late payments. Type a dollar amount in the empty field. From the list, choose how often the penalty is applied (e.g. monthly). Due Date Period is used as the start date.
Interest Calculation	Set an interest rate for late payments. Type a percentage. From the list, choose how often the interest is applied (e.g daily or monthly). Due Date Period is used as the start date.
Show Private Billing Item(s) Service Code	Enabled by default. If you do not use service codes for private bills, or the service codes are not relevant to patients, select Disable to hide the Service Code column on private bill invoices.
Show Bill to/Bill from	Enabled by default. Select Disable to hide both the Bill To and Bill From sections on private bill invoices.
Show Provider/Patient	Enabled by default. Select Disable to hide both the Provider and Patient sections on private bill invoices. 💡 Tip: You can override the default when generating an invoice by clearing or selecting the Show Patient and Provider Information checkbox.

Updated October 11, 2023