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Help · Billing and collections

Patient balances and ageing

  • Balances age in the usual buckets: 0–30, 31–60, 61–90 and over 90 days.
  • A balance after a settlement — the co-pay or the disallowed portion — is separated from a balance the patient always owed, because they are different conversations.
  • Statements can be sent by email. There is no automatic dunning; who to chase and how hard is a clinic’s decision.

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