Patient Billing Configuration and Settings

Configuration for Patient Billing occurs in both the Practice Admin and the Organization Admin. Let's review both sections to learn more!

User Permissions

Managing Organization Admins and Organization Admins can access and configure the Organization Admin. For more information on user roles, click here.

In The Practice Admin

Service configuration occurs in the Practice Admin under the Services tab. In this section, admin-level users can create and manage existing services, including those designed as private-pay services. For more information on creating private-pay services, click here.

Note: Practice Admins can configure services but cannot alter Organization Admin settings.

In The Organization Admin

The majority of Patient Billing Setting settings are configured within the Organization Admin. These settings apply to all Practices under the Organization umbrella. Let's review each section and how it can be modified.

• The Profile tab displays the Organization's name, website URL, and logo. The logo shown in this section will display on patient statements. Use the workflow to make any changes to this section.

  Workflow

  1. To start, click Edit.
     
  2. Make the desired changes.
     
  3. Then, click Save to complete the process.
     
• A/R Classifications are used to indicate the patient's method of reimbursement for services rendered. For example, patients who have commercial insurance and plan to pay out of pocket may be classified as Mixed Insurance/Private Pay. For more information on configuring the A/R Classifications, click here.
  
• The Account Settings tab is not oriented around Patient Billing. However, the Period Close feature, when turned on, may interfere with posting backdated patient payments. For more information on this section, click here.
  
• The Patient Billing subtab is where the majority of configurations for patient statements are located. This section contains information such as the Pay-To details, default statement due dates, and default statement follow-up days. For more information on configuring this section, click here.
  
• Patient Collection Statuses are used to provide additional details about the patient's current A/R without requiring research. For more information on Patient Collection Statuses and how to configure them, click here.
  
• Adjustments are used to reduce the balance of a patient's billable. Each Adjustment Reason provides additional context as to why a balance is being reduced without applying a patient payment. For more information on configuring and applying adjustments, click here.
• The Statement Template subtab determines which available columns to include on the patient statement. For more information on configuring statement columns, click here.
• When a payment request or receipt of payment is sent, an email is sent to the patients with the information configured in this section. Click here for more details on configuring emails.