Description
This quick guide provides an overview of the Billing module default options which can be set in Administration.
Steps
In the Sidekick, click the More menu, then click Administration within the drop-down list.
In the Administration menu, under the Billing management drop-down list, click Billing configuration.
The Billing Configuration module is displayed. Locate the Billing module default options section.
Review the three primary configuration options detailed below:
Option 1 - Assignment for Policies
When the Assignment option is selected, the office will receive the insurance portion from the insurance carrier. If Non-Assignment is selected, the patient will receive the insurance portion.
Option 2 - Make Payment Action
This determines if a receipt is automatically generated when adding a payment. Select Go to add a payment without a receipt, or Print Receipt to automatically open a receipt in a new tab.
Option 3 - Finalize Invoice Action
This sets the default behavior after clicking the Add button. The available actions include: Go (adds invoice), Print (opens printable copy), Pay (opens payment section), Adjust (opens adjustment section), Send an E-claim (generates e-claim), Send an Advanced Claim (opens claim dialog), Send a Manual Claim (opens printable claim), Send an E-Claim + Pay (e-claim and payment), Send an Advanced Claim + Pay (claim dialog and payment), Send a Manual Claim + Pay (printable claim and payment).
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