Helpdesk

Once a charge is in your master charge list (click for help with adding to or editing your master charge list) Charge can be added to a patient's acc...

To add a payment, click the Add Payment button in the + Add Charge/Credit popup. If the patient has available credits in his or her account, you can allocat...

Right-click on a charge in the Billing block or the Billing History pop-out to (1) delete, (2) edit, (3) refund, or (4) if the charge was added in an encoun...

To edit or add to your master charge list, go to the Admin drop down menu and select Manage and then Charge List. Existing charges can be sorted by a...

Generate a printable, faxable billing statement for a patient account from the Billing History by clicking on Print Statement in the upper right-hand corner...

You can add a standard discount into your system, which can be assigned to charges as needed. Discounts can be percent discounts, dollar amount discoun...

To refund a patient's credit card payment that was processed through MD HQ, in the Billing block or applicable encounter note (if the payment was added...

To refund a patient's payment that was NOT processed through MD HQ, e.g., a payment made in cash, by check, or via a separate (non-integrated) payment ...

You can generate an invoice or receipt for a patient either from inside of the relevant SOAP/encounter note (generally preferred), or from the Billing blo...

Anyone who accepts recurring payments in their practice (such as DPC or concierge membership fees) can have recurring subscription payments that run aut...