Online Help

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 acco...

Click to view a short video on how to add charges and payments to the patient's account. The video reviews both how you would do this inside an encount...

To edit or add to your master charge list, go to Admin > Manage > Charge List. Existing charges can be sorted by any column by clicking on the col...

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 discounts, ...

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, at the point of payment (generally preferred,...

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

Practices can set up billing so that patient fees are paid by a group or corporate account.  This is most common with DPC practices, but can be used by any...