Sending Fees

Fees are automatically sent to the practice management system when you finalize a visit; however, you can also manually send the fees to your practice management system.

You can only send fees once per visit. If you manually send fees to the practice management system and later finalize the visit, the fees are not resent to the practice management system.

To send fees, the user must have billing privileges assigned in administration. For more information, go to Editing User Demographics.

To send fees to the practice management system

  1. Open the Visit Overview page.

  2. Click the Integrations tab at the top of the action bar.

    When fees are available to send, the Send Charges button will be colored in. If there are no fees to send yet, the button will be gray.

  3. Click the Send Charges action bar button.

    The fees are sent.