Checking in a Patient
Learn how to check in a patient by verifying their Demographic info, Family Contacts, Insurance info, and marking them as checked-in on the Schedule.
Validate Insurance
This page will instruct you on how to use the validation feature to verify a patient's insurance coverage.
Entering a Copay or Other Patient Credit
Follow the steps below on how to enter patient payments. Patient payments are posted to the patient account as a patient credit.
InstaMed Merchant Services Taking Payments
Integrating with Instamed Merchant Services for payment processing services allows for payments to be made securely, simply, and conveniently.