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PatientEdge

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Customer portal

PatientEdge provides a streamlined system for generating and managing patient invoices, ensuring accurate billing, efficient payment processing, and clear communication with patients regarding their financial obligations.

  Navigate to the "Billing" section within PatientEdge to access the invoice creation tools.

  Choose the patient for whom you are creating an invoice.

  Review the services rendered to the patient, including consultations, procedures, medications, and other charges. 

  PatientEdge will automatically generate an invoice based on the selected services and associated fees.

  Customize the invoice as needed, adding specific details, notes, or adjustments to charges. 

  Print invoices for physical delivery or send electronic versions via email or the patient portal.

  View the status of invoices, including whether they have been paid, partially paid, or remain outstanding.

  Record payments received from patients, either manually or through integrated payment gateways.

  Track patient balances, ensuring accurate accounting of outstanding fees and payments.

  Respond to payment disputes or inquiries efficiently, providing clear explanations and resolving issues promptly.

  Generate reports on billing activity, outstanding balances, and payment trends to provide financial insights into your practice.

  Use PatientEdge's automated invoice generation to streamline the billing process, eliminating manual entry and reducing errors.

  Enable patients to view and pay invoices through the patient portal, simplifying the payment process and improving patient satisfaction.

  Utilize PatientEdge's integrated payment gateways to facilitate secure online payments, reducing the need for manual payment handling.

  Create personalized invoice templates to align with your practice's branding and specific billing requirements.

PatientEdge's robust billing and invoicing features contribute to accurate financial management, simplified payment processes, and enhanced financial transparency for both your practice and your patients.

Generate accurate invoices, track payments, and manage patient balances using PatientEdge's billing tools.

Creating and Managing Patient Invoices

PatientEdge streamlines the process of submitting insurance claims and managing claim denials, ensuring efficient reimbursement and minimizing administrative burdens. 

 Navigate to the "Insurance Claims" section within PatientEdge to access the claim submission tools.

  Choose the patient for whom you are submitting a claim and select the relevant insurance provider.

  Review the services rendered to the patient and ensure that the appropriate billing codes are selected.

 PatientEdge will generate an electronic claim based on the provided information and submit it to the chosen insurance provider.

  Monitor the status of claims, including whether they have been received by the insurance provider, processed, approved, or denied.

 PatientEdge will notify you of any claim denials, providing details about the reason for the denial.

  Carefully review the reasons provided for the denial to determine the necessary steps for appeal or correction.

  If the denial reason is due to a billing error or other correctable factor, prepare and submit an appeal with the required documentation.

  For complex denials, contact the insurance provider directly to clarify the denial process and potential appeal options.

  Document all claim denials and appeals, including dates, communication with insurance providers, and outcome details.

  PatientEdge's automated claim submission saves you time and reduces errors associated with manual claim processing.

  Gain immediate visibility into the status of your claims, minimizing delays in reimbursement and improving billing efficiency.

  Review potential claims for accuracy and completeness before submission, reducing the risk of denials.

  Generate reports on claim submission activity, approval rates, and denials to identify potential issues and improve billing practices.

PatientEdge's insurance claim management tools help simplify the billing process, minimize denials, and expedite reimbursements from insurance providers.

Learn how to effectively submit insurance claims, manage claim status, and resolve denial issues.

Submitting Insurance Claims and Handling Denials

PatientEdge allows you to seamlessly integrate secure payment gateways, enabling patients to conveniently make online payments for services rendered, streamlining billing processes and enhancing patient satisfaction. 

  PatientEdge typically supports integration with a range of popular payment gateways. Review the supported gateways and their features to select the one best suited for your practice.

 Evaluate the payment gateway's range of features, such as support for multiple payment methods (credit cards, debit cards, ACH transfers), security protocols, transaction fees, and customer support options. 

 Navigate to the "Billing" or "Settings" section within PatientEdge and locate the payment gateway configuration options. 

  Enter the required credentials for the chosen payment gateway, including your merchant ID, API keys, and other relevant information.

  Specify the supported payment methods, transaction limits, and currency options for your practice. 

  Activate the integrated payment gateway within PatientEdge to enable patient payments through the platform.

  Integrate the payment gateway with your patient portal to allow patients to make secure online payments through their accounts.

  Generate secure payment links for individual invoices that patients can use to make payments from a computer or mobile device. 

  If your chosen gateway supports phone payments, enable this option for patients to make payments over the phone with authorization. 

  Ensure that your chosen payment gateway is PCI (Payment Card Industry) compliant, meeting industry standards for data security and protecting sensitive financial information.

  Work with your payment gateway provider to regularly audit and review security protocols to safeguard against potential vulnerabilities.

  Confirm that the payment gateway utilizes strong encryption and HTTPS protocols to protect data transmission.

Integrating a secure payment gateway into PatientEdge can simplify payment processes, enhance patient convenience, improve cash flow, and contribute to a more efficient and modern billing system.

Integrate secure payment gateways into PatientEdge to facilitate online payments and streamline billing processes.

Billing & Insurance

Creating and Managing Patient Invoices

Submitting Insurance Claims and Handling Denials

Setting Up and Configuring Payment Gateways