Understand How Billing Works

Steps

1. Confirm where patient balances come from (your Practice Management System (PMS) and/or a balance sync source).

2. Review the messaging stages your office uses (courtesy → collections).

3. Send statements to the right patients based on balance and stage.

4. Monitor payments and responses and move accounts through stages as needed.

What Happens Next

• Patients receive statements based on your delivery settings.

• As payments come in, accounts update and may move through your configured stages.

• Balance changes depend on your sync source and normal sync timing.

You’ll Know It Worked When

• Patient balances are current before a statement batch is sent.

• Statements are delivered and tracked.

• Payments and responses are visible on the correct patient/account.

Common Issues

• Balances look wrong: confirm the balance source, sync timing, and whether balances were refreshed before sending.

• Patients stuck in the wrong stage: review stage rules and whether responses/payments are being recorded correctly.

• Payments received but balances didn’t change: check sync timing and reconcile the patient ledger.