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Remove Payment Field from the Insurance Plan

Remove Payment Field from the Insurance Plan and eSign it in minutes

Aug 6th, 2022

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How to Remove Payment Field from the Insurance Plan

4.8 out of 5

64 votes

all right so as I mentioned our topic for today is an overview of charge posting where Im going to walk you through the basic process of posting charges and that will be from an overview of a journal a daily journal through actual posting of pending charges and walking you through the flow of the actual charge entry window the elements green all the way up to allocating when applicable a collected payment okay and then towards the end of the training well take a brief look also at the journal report as well so where I actually want to go ahead and start is looking at your toolbar icon obviously for someone to post you have the rights to post so in comparison to yesterdays class where we really went through the setup part of it we wont be focusing too much on that today today is strictly an end-user training but obviously be mindful that in order for you to post charges you have their half the rights to do so okay as well as payments and journals well talk a little bit about the jo

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do I delete an insurance payment in simple practice?

To delete a manually entered insurance payment, you can follow these steps: In the top right-hand corner, click More. Click Delete Payment, then click Delete Now.

How do I make a payment plan for open dental?

General Setup Verify the Date of Agreement. Optional: Enter the Down Payment. Input the Total Amount. Input the APR and interest terms. Input the Number of Payments or Payment Amt. Click More Options and choose the payment frequency. Click Create Schedule to create the Amortization Schedule.

How do I detach an insurance payment from open dental?

Attaching Payments to an Insurance Payment Plan To detach a payment from an insurance payment plan, open claim, double-click the procedure to open the Claim Procedure window, then uncheck Attached to Insurance Payment Plan.

How do I change my insurance payment in simple practice?

Click Edit Payment in the upper right hand corner. Enter the amount listed on the Payment Report for that service code in the Insurance Paid column next to the clients appointment that already has an insurance payment applied to it. Click the spiral icon next to the appointment under the Write-off column.

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