Configuring Appointment Types for Insurance

1 min. readlast update: 10.06.2025

All appointments will create an encounter which can be converted into an Insurance Invoice and submitted as a claim.  However, only appointment types with the "Collect co-payment" option checked will create Co-payment tiles to be created in Money.  This option is found by:

  1. Go to Practice > Admin >Scheduling > Appointment Types
  2. Click on the appointment type to be configured
  3. Check "Collect Co-Payment"
  4. Click 

To track the number of insurance and cosmetic appointments separately on reports it is necessary to create different appointment types.  Instructions for creating and modifying appointment types can be found here.

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