🎥 Tutorial guide
Billing for Insured Patients
When a patient has active insurance, the billing system can split responsibility between the insurer and the patient automatically.
💳 How the invoice is split
🏢 Insurer portion
Calculated from the reimbursement rate saved on the patient insurance policy.
👤 Patient balance
The remaining amount is shown as the patient responsibility.
📋 Before billing
- Confirm the insurance policy is active
- Check that the reimbursement rate is correct
- Select the right policy for the visit if the patient has more than one
- Make sure authorization details are entered if required
⚠️ Avoid billing errors: Enter insurance details before creating the final bill when coverage should apply.
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Next step
Use the navigation below to continue through this tutorial series in the same order as the full demo.