Definitions: Billing Types

In the Main Menu, click Setup, Definitions, Billing Types.

The Billing Types definition determines the billing type options available in the Edit Patient Information and Edit Insurance Plan windows. Set the default billing type in Practice Setup.

Create billing types to indicate how a patient is to be billed (e.g., email statements, send to collections, etc.).

Double-click an existing item or click Add to create a new item. The Edit Definition window will open.

Name: Enter the billing type name.

Set the behavior of the billing type.

Click OK to save.

While billing types may be hidden, if in use the billing type will still be visible in various areas throughout the program. If the New patient primary insurance plan sets patient billing type, preference is checked, creating a new insurance plan will still change the patient's billing type to the hidden billing type.