📄 Payments

Payments

How to Post an Adjustment or Write-Off

Open the patient’s payment window and select the Adjustments / Write-Offs tab. Review the patient and invoice information at the top of…

May 14, 2026 →

Adding Batch ERA Payments

1Go to Activities (from the top menu)→ Batch Payments.
2Click the "ERA Posting" tab
3Upload or select the ERA file received from the clearinghouse.
4Click the "Without Update" to review
+4 more steps

Add Patient Payments

1From Dashboard, go to Patients
2Search Patient Name
3Go to Patient File
4Click "Payment" Button
+3 more steps