Help Menu

Print article

How to create a case for patients to not involve billing insurances (self-pay cases)?

How to create a case for patients to not involve billing insurances (self-pay cases)?

*Important Note: Do not add or have any active policies in a self-pay case.

 

 

1. Patients > Find Patients > Search and Open Patient Record

2. Click on the Cases Tab

3. Click the Add button at the far right.

4. Fill out the case information:

  • Enter Name for internal purposes such as "Self-Pay."
  • Description field is optional.
  • Ensure Self-Pay is selected in the Payer Scenario.

5. If there are any policies listed in the case, double-click the policy and uncheck the Active box.

Still need help? Contact support here.