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