Select Patient > Manage Account.
Use the Search field to search through your patients or insured.
Place a check in the “Include inactive patients” box to include inactive patients in your search results.Select the Patient.
Under Transaction Listing locate the DOS then the procedure and click the expand arrow.
Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.Select the Payment.
To update the payment type, fill in the option under Payment Type.
To update the check #, edit the check information within the Check # field.
To update the provider, use the Provider drop-down menu.
To update the office location, use the Office Location drop-down menu.
To update the payment date, click on the Calendar icon and select a new date.
To update the memo line, edit the text in the Status / Memo column.
Click Save.
Place a check in the “Include inactive patients” box to include inactive patients in your search results.
Sort your search results. Visit our