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Billing and Payments

Frequently Asked Questions

  • How do I add a new category mapping in bank accounts?
  • How do I access the category mapping in bank accounts?
  • What is transaction category mapping in bank accounts?
  • How do I record an income from a bank account in the system?
  • How do I record an expense from a bank account in the system?
  • How can I view the details of a transaction in the bank account?
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Update History

  • Update: File for Automatic Verifications of DEA, Medicaid ID, and State License
  • Billing — Automatic Diagnoses in Additional Services
  • Patients — Secondary Insurance Configuration
  • Billing — Additional Information from Additional Services
  • Update: File for Automatic Verifications of DEA, Medicaid ID, and State License
  • Appointments - Worker Overlapping Validation from Appointment Management
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