Payments and Billing

Kenan avatar Sydney avatar Billy Ferguson avatar +2
52 articles in this collection
Written by Kenan, Sydney, Billy Ferguson and 2 others
General Help

How to Add a Discount or Adjustment

This article will go over how to add discounts or adjustments to an Invoice or Product Sale
Andre avatar
Written by Andre
Updated over a week ago

How To Remove a Credit Card On File

This will show you how to remove a credit card saved in the patient file
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Written by Kenan
Updated over a week ago

How to Update a Superbill

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Written by Andre
Updated over a week ago

How to Print a Product Sale Statement

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Written by Andre
Updated over a week ago

How to Generate a Superbill or Patient Statement

Learn how to generate individual, bulk superbills, and patient statements for multiple dates of service.
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Written by Andre
Updated over a week ago

How to Edit a Payment

Learn how to edit a payment amount in the case of a clerical error.
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Written by Andre
Updated over a week ago

How to Receive a Payment

Learn how to complete invoices with Unified Practice
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Written by Andre
Updated over a week ago

How to Create and Sell Packages

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Written by Andre
Updated over a week ago

How to Create and Sell Gift Cards

Learn how to sell gift cards or gift certificates to your patients
Andre avatar
Written by Andre
Updated over a week ago

How to Remove an Allocation

Learn how to unallocate a payment
Andre avatar
Written by Andre
Updated over a week ago

How to Allocate a Patient Credit

This article will show you how to apply a credit to a patient's file.
Andre avatar
Written by Andre
Updated over a week ago

Share Credit Between Patients

Share credit between family members or transfer existing credit by creating an inventory item for "Balance Transfer."
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Written by Sydney
Updated over a week ago

Editing a Final Payment

How do I edit a Final Payment?
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Written by Andre
Updated over a week ago

Product Sale

Here's how to process a product sale for both walk-ins and existing patients.
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Written by Sydney
Updated over a week ago

What's the Difference Between Balance and Credit?

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Written by Billy Ferguson
Updated over a week ago

How Do I Check My Patients Out?

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Written by Billy Ferguson
Updated over a week ago

Voids and Refunds

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Written by Sydney
Updated over a week ago

How to Use Credit Funds For a Purchase

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Written by Billy Ferguson
Updated over a week ago

How Do I Create A Receipt For A Patient?

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Written by Billy Ferguson
Updated over a week ago

How Do I Email Or Print Receipts?

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Written by Billy Ferguson
Updated over a week ago

What CPT Codes Could I Add To My Fee Schedule?

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Written by Billy Ferguson
Updated over a week ago

My Patient Balance Looks Incorrect

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Written by Billy Ferguson
Updated over a week ago

How Do I Delete Or Edit a Payment That Has Already Been Applied?

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Written by Billy Ferguson
Updated over a week ago

How to Charge for a Miscellaneous Item

Here's how to charge for items such as fees, gift cards, and more.
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Written by Andre
Updated over a week ago

Selling Products/Inventory Items Without An Appointment

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Written by Billy Ferguson
Updated over a week ago

Making Bills

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Written by Billy Ferguson
Updated over a week ago
Insurance Billing

How to add ICD Pointers for Insurance Claims

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Written by Andre
Updated over a week ago

How to Submit a Secondary Insurance Claim

Learn how to submit a claim to a patient's secondary insurance.
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Written by Andre
Updated over a week ago

How to Set Up Insurance Billing

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Written by Andre
Updated over a week ago

CMS-1500 Claim Form Cheat Sheet

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Written by Sydney
Updated over a week ago

Can I Apply a Large Insurance Payment to Multiple Patients?

What do I do when an insurance company sends me one payment for multiple dates of service and patients?
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Written by Andre
Updated over a week ago

How to Update a Claim

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Written by Andre
Updated over a week ago

How to add the Resubmission Code for Claim Forms

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Written by Andre
Updated over a week ago

Insurance Tab: Adding Insurance Plan, Eligibility, Authorizations

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Written by Billy Ferguson
Updated over a week ago

Billing Status Definitions

What do all those Billing Statuses on the Billing Info page actually mean?
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Written by Billy Ferguson
Updated over a week ago

Add the Referring Provider on Claim Forms

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Written by Andre
Updated over a week ago

How to Track and Collect Copays

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Written by Billy Ferguson
Updated over a week ago

Does Unified Practice Collect Insurance Information?

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Written by Billy Ferguson
Updated over a week ago

What are Insurance Modifiers?

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Written by Andre
Updated over a week ago

How to Create a Claim

How to create claims and where to find them.
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Written by Billy Ferguson
Updated over a week ago

Deleting Claims

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Written by Billy Ferguson
Updated over a week ago

How to Add your Individual NPI number

Learn how to add your rendering individual NPI or personal Tax ID to Superbills and Claims
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Written by Andre
Updated over a week ago