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

Steps

1. From the main menu, click Visits. The Visits dashboard opens.

2. Click an appointment from the list.

3. In the window that appears, click the Insured tab to add an insured bill, or the Private tab to add a private bill.

4. Complete the bill as you normally would.


Updated December 29, 2021

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