Billing Reference Guide

This article is for the Private Practice Suite

The Billing Reference Guide will walk you through every step in the billing cycle process in detail.

This is the table of contents found in the guide:

  • Getting Started
  • Procedure Codes
  • Practice Setup
  • Facilities Setup
  • Provider Setup
  • Insurance Company Setup
  • Patient Setup
  • Creating a Charge
  • Creating an Add On Charge
  • Examining a Charge
  • Creating Insurance Claims
  • Insurance Claims Reports
  • Applying Insurance Payments
  • Applying Insurance Payments with ERA
  • Print Patient Statements
  • Applying Patient Payments
  • Transferring a Patient Payment
  • Creating a Day Sheet
  • If things don’t go as planned


Billing - Reference Guide.pdf

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