Patient balances that match posted payments.
Show estimated responsibility at the visit, send statements from posted balances, and handle self-pay subscriptions without duplicate visit charges.
Appointment · todayChecked in
Estimated copay$25.00
Balance$40.00
✓ Statement sentEmail · scheduled
Self-pay subscriptionPer-visit charge $0.00 · active
Bank / EFTAuto-posted
Send statements from the posted ledger.
A reliable statement depends on current insurer and patient payments.
Scheduled batches send statements automatically and log them on the ledger.
Patient responsibility comes from the posted payer adjudication.
Bank/EFT posting reduces manual virtual-card handling.
Collect at the visit.
Show the estimated copay and outstanding balance on the appointment so the front desk can collect at the time of service.
Keep subscriptions separate from visit charges.
Zero the per-visit charge while a self-pay subscription is active, avoiding a manual adjustment after each appointment.