View all patient claim insurance and patient payments and balances. One click opens the claim detail. All claim notes show at the bottom of the screen. Each claim status is color coded.

View next appointment, recent insurance paid date, and patient paid date. This allow to see when the insurer and patient last paid and when the patient is in next.

Print statements, summaries, payments and other custom reports. This handles collections and HSA account documentation. Also print statements to companies and none insurance based statements.

One click to update insurance information. Click on claim to write-off insurance or patient balance or specific amount.