Billing in the chart

The Billing page of a patient's chart (under Insurance) lists the patient's charges and claims for the chosen dates, the last year by default. You need permission to read billing.

• Charges shows every charge with its service and modifiers, units, amount, payer and status, and the claim it is billed on. Click the date to open the charge in Charge review.

• Itemized Bill prints a PDF of every charge dated in the chosen range: the date, service code and description, units, what was charged, paid and adjusted, and what is still due, then a summary of what insurance paid, what the patient paid, what is waiting on insurance and what the patient owes. It reads the account as it is now; nothing is saved, and statements stay the bill you send to collect. You need permission to read the account. A finalized visit offers the same bill for just that visit with Itemized Bill at the top of the visit screen.

• Service Verification prints proof of the services a patient received, for an agency, a school or a family, with no amounts anywhere. Pick the first and last date of service (the chosen range to start) and click Print. The PDF lists each visit's date, start and end time, provider, place (marked telehealth when it was) and the service codes with their units and minutes. Leave Signature columns on to add who signed each note and on which day, and the day a caregiver signed at the visit. Voided visits never print. You need permission to read the account.

• Claims shows each claim with its dates of service, payer, type (original, replacement or void), total and status. Click the claim number to open it in Claims.

• Payments lists the patient's payments, newest first, with what is still unapplied. Choose New Payment to take a payment for this patient, or click a payment's date to open it. See Patient payments.

• Wallet and packages shows the patient's prepaid wallet balance and history and the visit packages sold to them. See Wallet and visit packages.

• Travel rates shows what drive time and mileage to this patient bill, the patient's own rates or the clinic's. Choose Edit Rates to set the patient's own. See Travel charges.

• Superbills lists the superbills issued for the patient. Choose New Superbill to issue one for a range of dates. See Superbills.

• Good faith estimates lists the patient's estimates with their delivery and billed amounts. Choose New Estimate to issue one. See Good Faith Estimates.

The patient's balance and statements are shown with the Accounts features.