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Billing & Payments

  • Adding Inventory Items
  • Billing a Non-Member Patient
  • Understanding Your ACH Fee Invoice from Priority Technology Holdings (ACH.com)
  • What to Do When a Patient Receives a Payment Failed Notification
  • Introduction to the Payments Feature
  • Understanding Payment Statuses
  • When is the enrollment fee charged for a membership?
  • How to Add a Guarantor
  • Understanding the Aging Seat Option
  • Viewing Monthly Statements for Payment Processing Fees
  • Managing Insurance Plans in a Patient’s Profile
  • Understanding Guarantors
  • Understanding Accounting Periods
  • How to Start Accepting ACH and Card Payments
  • How to Add or Update Patient Payment Methods
  • Managing Inventoried Items
  • Locating an Invoice for a Care Recipient or a Patient with a Different Payer
  • What to Do When an Invoice Payment Fails
  • How to Change Item Markup Inherited from a Category
  • How to Change a Payer of an Issued Invoice
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