What you'll cover
Learn how to manage your payment transactions and understand reallocating shortfalls and non-payments. Discover how to print receipts and shortfall letters
Find out how to create a bulk payment, allocate payments and deal with unassigned credits.
As well as viewing and printing insurer remittances, you’ll also learn how to make use of the automatic remittance import and reconciliation functionality (known as automatic bulk payment).
Learn how to take control of your practice finances to ensure you’re paid for the services you provide in full.
Aged debt bands
Understand how to set different aged debt bands for different types of payors – give yourself the flexibility to control the timings of your reminders.
Discover how to use reminder letters to chase outstanding debt according to the time scales set by your aged debt bands.