How to pay with insurance

Full payment covered by insurance

Note: ClinicSense does not offer direct billing.

1. Select the appointment that you would like to add the payment for
2. Click on the Invoice tab from the left menu
   
   
   
   
3. Click on the Add Payment button
   
   
   
   
4. Select Insurance for the "How is the client paying?" field
5. Click the Pay button
   
   

Partial payment covered by insurance

1. Select the appointment that you would like to add the payment for
2. Click on the Invoice tab from the left menu
   
   
   
   
3. Click on the Add Payment button
   
   
   
   
4. Input the client's co-pay amount (what they are paying you today)
5. Select the payment method they are using under the "How is the client paying?" field
6. Click the Pay button
   
   
   
   
7. Once the insurance payment has come through, re-open the invoice
8. Click the Add Payment button
   
   
   
   
9. Input the insurance payment amount
10. Select Insurance under the "How is the client paying?" field
11. Click the Pay button