Essential Knowledge
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      Unified Practice Billing and Payments Webinars

      These recordings of live webinars discuss billing workflows in Unified Practice when receiving, applying, and editing payments and how this reflects in the reporting available to you.

       

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      Billing & Payments Webinar (2020)

      Watch a complete overview of Clinic Settings important for billing, the Patient File as it relates to payments, workflows for cash billing including packages and insurance billing and reports.

      Please note software changes since this recording:

      • Billing through Office Ally is now available on our "Premium" subscription, rather than "Pro"
      • The Account > My Account section no longer contains a toggle to save calendar view.  This is now found in the Calendar itself.
      • The Online Booking Page has been updated to the Patient Portal for most clinics.
      • Our integrated credit card processor (UnifiedPay) offers a device with a swipe magnetic card reader and keypad.
      • Setting up Billing in Clinic Settings: Start to 8:19
      • Patient File > Payments Tab from 8:19 to 16:30
      • Self Pay Billing Workflow from 16:30-21:49
      • Package payments workflow from 21:49-26:08
      • Insurance billing workflow from 26:08-37:41
      • Receiving payments through the integrated credit card processor from 37:42-40:00
      • Reporting from 40:00-46/end

      4-6-2022 Town Hall Billing Webinar

      A in depth look at the Billing Info Page, the Patient File > Billing Tab and troubleshooting incorrect balances due shown in the Patient File.

       

      • An in depth look at the Billing info page: Start to 26:56
      • The Patient File > Billing tab: 26:56-39:37
      • Troubleshooting incorrect patient balances: 40:00 to 49/end

        4-27-22 Town Hall Billing Webinar: "Insurance Billing Workflows"

        An in depth look at the process for billing Insurance for your patients using Unified Practice.

         

      • Unified Practice Clinic Settings for Insurance Billing: Start to 13:00

      • The Patient File > Insurance tab: 13:00-20:00
      • Creating & Submitting Claims: 20:00-28:00
      • Reporting & Receiving Payments: 28:00-38:00

      6-1-2022 Town Hall Billing Webinar: Cash Billing & Payments 

      An in depth look at cash billing practices, including selling packages and Inventory.

       

      • Setting up your Fee Schedule in Clinic Settings > Fee Schedule: 3:00-6:00
      • Billing for Sliding Scale practices: 6:00-11:28
      • Billing for Promotions or Packages: 11:30-20:00
      • Discounts and Adjustments: 20:00-25:00
      • Basic Cash Reporting features: 25:00-30:00
      • Using the Inventory section and conducting a product sale outside of a date of service: 30:00-42:00