If a patient has 2 or more Insurance policies that will cover a single treatment, follow the workflow below to pay invoices with multiple insurances.
Overview
How does it work?
Select an appointment you would like to invoice and choose Complete & Invoice.
The insurance record created in the patient's profile set as the default will be selected.
If applicable and necessary, adjust the Third-Party to read as the primary payor.
Click here to learn more about the checkout menu options
| Secondary Practitioner |
Optional: Assign a secondary practitioner to this invoice. |
| Third-Party |
Select the insurance that will be paying for this invoice. |
|
Forms |
Optional: If the insurance has an assigned form in settings, you are able to auto-populate a claim form with the patient and invoice details filled in. The form will also save in the patient's profile under the Forms tab, where you can recreate claim forms at any time. |
|
Book a new appointment? |
Optional: Set this to Yes if you would like to schedule another appointment after checkout is complete. |
|
Schedule |
Optional: Select from the menu which staff member should be assigned the follow-up. Proceed to choose out of the custom follow-up options previously created. |
|
Invoice Notes |
Enter in any notes specific to this invoice if necessary. |
|
Add Product |
Before Checkout, you are still able to add in products or services to the invoice if applicable. |
|
Email Invoice |
Use this if your patient would prefer the invoice sent to their email entered in their patient profile. |
When ready to proceed, select 
.
|
|
Note: You are able to edit the total cost of an item if your system settings have been set with these permissions. |
The Receive Payment window will display.
Select from the Paid By menu, the option Third-Party Coverage.
The Third Party will have another insurance selected. Adjust this if necessary.
Click here to learn more about the payment menu options
| Patient |
If applicable, select a different patient that will be paying the invoice. i.e. a parent (that is also a patient) paying for their child's outstanding. |
| Invoices |
If applicable, select another invoice to pay instead or use the View Invoice link to preview them for further detail. |
|
Patient Amount |
The amount of this invoice being paid by the patient. |
|
Insurance Amount |
The amount of this invoice being covered by the insurance. |
|
Invoice Amount |
The amount of this invoice outstanding. |
|
Balance Owing |
The amount not covered by the insurance. |
|
Total AR Balance |
The total amount outstanding for this patient. |
|
Pay AR Balance |
A quick link to have the patient pay their full outstanding amount. See more regarding this below. |
|
Paid By |
Select which payment method the patient is using. |
|
Payment Amount |
This will default to the remaining balance of the invoice but is editable if the patient prefers to pay a portion of this total. |
|
Assign to Line Items |
When applicable, a payment can be assigned towards specific products or services within the invoice. |
|
Email Invoice to Patient |
Use this if your patient would prefer the invoice sent to their email entered in their patient profile. |
Select Apply Payment to assign the remaining amount to the secondary insurer.
|
|
Additional Notes: |