Review Patient Bill Estimates

This topic describes reviewing estimates for a patient's out-of-pocket costs to determine a patient's potential financial responsibility for an appointment.

View Patient Bill Estimates

To view a bill estimate for a scheduled appointment:

1. Schedule an appointment. See Schedule an Appointment.
2. Confirm that a bill estimate is displayed for the appointment. You can also access the visit to make any changes and view estimates after booking.

Recalculate Patient Bill Estimates

To recalculate a patient bill estimate:

1. Locate the visit from Today's and Active Visits, then select Manage Visit.
2. Select Financial Responsibility.
3. Access the View Bill Estimate plugin, and select Edit.
4. Open Change Service Codes to perform the recalculation.