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  3. Posting Periodic Charges to Ledgers and Insurance Carriers

Posting Periodic Charges to Ledgers and Insurance Carriers

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how to generate periodic billings and claims to ledgers

  • I’ve got a patient payment contract set up for orthodontics treatment. How do I make sure the patient’s Ledger shows me what is owed?
  • We have a patient payment contract setup with recurring charges to a credit card. We tried to post the periodic payment amount to the Ledger, and are unable to do so. What is wrong with contract?
  • I need to bill the insurance carrier for the periodic billing amount. How do I make sure the patient’s Ledger shows me what is owed, and submit the claim to the carrier?
  • We cannot locate two adjustment codes: one for “balance moved to contract,” another for “periodic contract billing.” Where are they?