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frequently asked questions



Patient Accounts

Patient Accounts


How To Add, Edit and Delete Patient Recalls

How To Change a Payment Type

How To Configure an Email Address in SfD

How To Run the Patient Balances Report

How To See Historical Payments in Patients Accounts

How To Submit a Charge Exempt Item Claim

How To Take a Payment

Which Fields Can I Make Mandatory on the Patients Record

How To Setup a Payment Plan

How Do I Delete a Payment?

How Do I Backdate a Payment?

How Do I Create an Invoice Letter From the Patient Account Screen

How Do I Enter a Credit Note For a Patient?

How Do I Refund an Incorrectly Taken Payment?

How Do I Write Off a Patient Debt

How To Add a Manual Patient Charge

How To Add a Notification of a Patient's Outstanding Balance

How To Add a Sundry

How To Manually Allocate a Payment

How To Manually Allocate a Payment

How To Setup SfD to Send Receipts Via Email

How To View Patients Transactions in Reverse Chronological Order?

I Can't See the Historical Data in Patients Accounts

What Is The UPG Option For in My Patient Account Screen

Why Are There Two Statement Options in The Patients Accounts Section


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