Payment Tags allow you to "tag" bills. These tags are also used to filter billing claim statuses.

Creating Payment Tags

  • Navigate to Settings > Billing > Payment Tags

  • Select "Add New Tag"

Using Payment Tags

Once added (and after refreshing your browser), you will be able to use the payment tag in the following areas:

1. Within the Insured Payment Section:

You will see the option to "tag" bills in the area you normally change the bill's status

2. Within the Private Billing Payments Section:

You can tag a private payment

3. Within your Billing Dashboard:

You can filter the bills that have these tags associated with them

Last updated: February 2021

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