Marie T Matteson MSThe insurance check posts, the write off posts, and the balance never gets billed. Here is how to post payments in Office Ally Practice Mate and set patient responsibility yourself.
Marie T Matteson MSAutopost writes off patient responsibility, deductibles included. Post the insurance ERA or EOB by hand in Office Ally, mark patient responsibility, and generate the statement.
Marie T Matteson MSA patient pays and no statement ever goes out. Post the payment in Office Ally, set the status to Patient Responsibility, enter the write off, then generate the statement.
Marie T Matteson MSTemplates only controls your letterhead. SOAP Note Layout controls the note. Where SOAP notes live in Office Ally EHR 24/7, how to set the layout, and how to build clickable guidelines.