You can add insured and private bills directly from the Visits dashboard without opening the patient's chart.


1. Click Visits from the main menu to open the Visits dashboard.

2. Click an appointment from the list. In the window that appears, click the Insured tab to add an insured bill, or the Private tab to add a private bill.

3. Complete the bill as you normally would.

Updated June 1, 2021

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