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Patient Cases: Create a Self Pay Case

To create a self pay case for an existing patient record:

  1. Click Patients> Find Patients in the top menu.
  2. Find the patient and double-click the record to open it.
  3. Select the Cases tab.
  4. Click the Add button on the right of the window. 
  5. In the Name field enter the desired name for this case.
  6. In the Description field enter the description of the case. This is an optional field. 
  7. In the Payer Scenario drop-down menu select Self Pay.
  8. Click Save on each window until you are back at the Find Patient window.
Important Note: Do not add a plan in self pay cases or the charges will not transfer to the patient's balance. 









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