How to change the billing status automatically to Paid in full and Balance due from the billing screen?


Enabling Auto set Billing status will help providers change the billing status automatically when they post payments that satisfy the insurance or patient balance on the account. The Billing status will change to Paid in full or Balance due according to the transactions posted on the claim and if the patient has paid any responsibility upfront.


To enable the settings, follow the steps below:

1. Hover over the Account tab and select Account Settings:



2. On this page, select Medical Billing tab from the headers.



3. Please scroll down to the Miscellaneous section. In this section, you will see three check boxes for Auto Set Billing Status. Select the second check box, this will automatically set the billing status of your claims when the insurance and patient payments are posted manually in the billing details screen.



Select the ones that you require and click on Update Entire Profile to save the changes.


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