Patient - Payments

Payments

Updated on June 10, 2026 | 12:51 PM – CST

A closer look at the payment sections inside the Financial tab.

The video covers advanced payments made ahead by patients, the aging section for amounts pending from patients and insurance, and the last payment date showing what was most recently received and how much.

It also shows statement history, where you can view and print past statements, the patient payments section for full payment history, and the visits list of financial records per visit. Click a visit number to open its details.

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