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Billing
Statements & Billing (AR)
Set Up Billing Automations
Configure billing automation rules and schedules so statements run consistently.
Handle Patient Billing Responses
Track replies, disputes, and promises to pay so accounts move through the right stages.
Manage Billing Messaging Stages
Move patients through courtesy and collections stages based on payments and responses.
Deliver Statements to Patients
Send statements by text, email, or paper and confirm delivery status.
Fix Patient Balance Sync Issues
Confirm where balances come from and what to check when balances look wrong.
Understand How Billing Works
Understand how balances, statements, stages, and payments work together in Billing.
Send Billing Statements
Send statements and confirm delivery and collections behavior.
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