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Create or update patient payment profiles from records

Create or update patient payment profiles from records

Your patient records miss linked payment profiles, causing billing hold-ups and duplicate customers at check-in. Create or refresh payment profiles automatically so billing staff can reconcile same day.

Create or update patient payment profiles from records

Overview

When patient contact and payment profiles aren't aligned, billing staff spend time reconciling and visits can be delayed. This workflow keeps payment profiles current and writes the payment ID back to your patient table so billing staff can charge and reconcile same day.

Create or update patient payment profiles from records