Unified Practice Knowledge Base

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Unified Practice Knowledge Base

Billing & Payments

Billing & Payments

Learn about our Card Capture for Policy Enforcement feature! Also learn how to Process Cash & Insurance transactions, Manage Reports, and more!

How to send a Patient invoice by email

How can I train a Biller new to my clinic to use Unified Practice?

How to send a Patient invoice by SMS

Essential Knowledge

Unified Practice Billing and Payments Webinars

An Overview of Each Report

Billing Status Definitions

How to Create and Sell Packages

How to Print or Download a Claim

See more

Receive, Void, & Edit Payments

Navigating the Billing Info Page

How Do I Check My Patients Out?

How to Void or Refund a Payment

How to Charge for a Miscellaneous Item

How to Add a Discount or Adjustment

How to Edit a Payment

How to Refund a Payment Into Another Form

Receiving A Payment

See more

Managing a Patient's Credit

How to Apply a Patient Credit

How to Remove an Allocation

Share Credit Between Patients

How to Create and Sell Gift Cards

Card Capture for Policy Enforcement & UnifiedPay

UnifiedPay Transaction Fees, Non-Transaction Fees, Funding Time and Batch Closing Time

Where can I find my MerchantID for UnifiedPay?

UnifiedPay Overview Video

How Do I Sign Up for UnifiedPay?

How Does UnifiedPay Work?

UnifiedPay PCI Compliance FAQs

Using the UnifiedPay Swiper

Introducing UnifiedPay: Our Integrated Credit Card Processing Solution

How To Remove a Credit Card On File

My Patient was Unable to add their Credit Card

How Does the Card Capture for Policy Enforcement Feature Work?

How Do I Set Up Card Capture for Policy Enforcement?

UnifiedPay FAQs

How to Self-Enroll in UnifiedPay

See more

Insurance Billing Workflow

FAQs about ICD-11 codes

How to Add or Change a Copay

Can I Apply a Large Insurance Payment to Multiple Patients?

Editing a Final Payment

Does Unified Practice Collect Insurance Card Information?

See more

Claim Forms

How to Create a Claim

How to Update a Claim

CMS-1500 Claim Form Cheat Sheet

How to Delete a Claim

How to Submit a Secondary Insurance Claim

How to add the Resubmission Code for Claim Forms

Add the Referring Provider on Claim Forms

What are Insurance Modifiers?

How to add ICD Pointers for Insurance Claims

Printing a HCFA Form

Where do I enter a Taxonomy code?

See more

Office Ally Integration

Setting Up Office Ally

How to Submit Claims to Office Ally / Batch Print Claims

Why are my Office Ally credentials invalid?

How to add an Office Ally Account for each Practitioner in your Clinic

How Do I Resubmit an Insurance Claim to Office Ally?

See more

Billing Reports & Statements

Balance Due Report

How to Print a Product Sale Statement

How Do I Email Or Print Receipts?

How to Generate a Superbill or Patient Statement

How to Update a Superbill

See more