Create Tasks for Patient Payments

Follow the steps below to create a task for a patient or insurance payment. 

  1. Select Payment > View.

  2. Select Patient Payment.

  3. Enter your Search Criteria and click the Search button.

  4. Select the Patient Payment that meets your criteria.

  5. On the Payment from [Patient], select a claim you would like to create a task for. 

  6. Click the Create Task button and reference the Create a Task Help Article for more information.