Copayer Dashboard

Billing ››
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Copayer Dashboard viewer is available under the Billing tab



This viewer displays info on one copayer - a summary dashboard and a plans configuration section


A copayer can be an insurance company, a family member (eg. parent pays for child), a company which copays for employees,  etc. Information how to use the copayer plan you can find in Copayer Invoicing


Overview panel

The current billing debit, credit and balance and the monthly values


Income

The copayer's balance per patient

1. You can jump to a patient by clicking the patient name link

Invoices

A list of invoices in the selected date range.

1. You can jump to a patient by clicking the patient name link

2. To edit or delete an invoice, right click the invoice and select Edit or Delete


Payments

A list of invoice payments in the selected date range.

1. To edit or delete a payment, right click on it and select Edit or Delete