📋 Billings & Claims

Billings & Claims

How to Record a EOB Insurance Payment

1Click "Patients" in the top navigation bar.
2Type in the Name field to search for the patient.
3Select the patient from the search results.
4Click "Payments" in the Billing & Checkout section.
+3 more steps

How to Record a Balance Transfer

1Click Patients in top navigation menu
2Select patient Mason Allen from Patient Finder list
3Click Payments in Billing & Checkout section
4Click Record Payment for specific transaction
+1 more steps

Billings & Claims

Reset & Reactive Button

Reopen & Reactivate resets selected claims back to an editable, unbilled state and returns them to the billing workflow. Use this when…

May 2, 2026 →

Billings & Claims

Understanding Patient Ledger & Balance Calculations

Balancing Transactions in MDiTek Balancing transactions ensures that all financial activity recorded in MDiTek matches your actual collections, including cash, credit cards,…

Mar 31, 2026 →

Fix Rejected Claim

1Open rejection message
2Use the MDiTek Billing Help Center or Loop Error Detector
3Identify error (NPI, ICD, etc.)
4Fix in encounter/patient
+1 more steps

Generate Electronic Claim

1Go to Billing
2Filter by "Submitter", "Billing Status- Unbilled"
3Can also Filter by "Insurance", "Patient Name" or "Billing Date"
4Click "Update List"
+3 more steps

Quick Charge – Using the Fee Sheet

1From Dashboard, go to Patients
2Search Patient Name
3Click Patient Name to go to Patient File
4Click "Quick Charge"
+4 more steps