Simple Insurance Tracking for Invoices | Noterro

You may want to track insurance payments on invoices without the following a claim from start to finish. Your clinic may only process a few claims a week, or you want a way to indicate on the invoice that there was an insurance and a patient payment. You can use tools in Noterro to make this process simple.

In the screenshot below, we use the Alert and Label feature to indicate simple insurance information. The Alert displays a Co-pay value (it can be used for anything), and the Label indicates Blue Cross is the insurer.

Adding an Alert to a Patient Profile

  1. Navigate to Patient's Profile.
  2. Click the Three dots to the right of the Patient's name.
  3. Click on Add Alert.
  4. Type in the content of the Alert.
  5. Click Save.

Adding Patient Labels

  1. Navigate to Patient's Profile.
  2. Click the Three dots to the right of the Patient's name.
  3. Click Manage Labels.
  4. Type the Label Name and click Save New.
  5. To remove the Label, Click "x."

Editing Labels

  1. Login as Admin.
  2. Click the Patient Icon on the Upper Left Header.
  3. Click on Manage beside the Label.
  4. Click on the Three Dots to edit the label.
  5. Click Save.

Marking an Invoice as Paid with Insurance

You may want to separate the insurance and patient payments. You will need to partially pay the invoice if you are only applying for the patient portion. You can also create customer payment methods for insurance payments. For example, you may use one generic payment method labelled "Insurance," or you may want to add all the insurers as payment methods (for instance, Blue Cross).

Partially Pay an Invoice

  1. Click on the Invoice.
  2. Click Pay.
  3. In the Pay INV-... Amount box, enter the amount of the payment
  4. Click Add Payment Method.
  5. Select the Payment Method.
  6. Click Pay.

Adding Payment Methods

Adding a new payment method is crucial in ensuring smooth transactions with your patients/clients. Here's how you can do it:

  1. Log in as the Admin.
  2. Click on the Gear icon (top right header).
  3. Select Billing from the menu that appears.
  4. Scroll to the Payment Methods section.
  5. Click on Add New.
  6. Enter the name of the payment method.
  7. Additionally, choose to enable or disable the Payment Method.
  8. Click Save to add the payment method.

No Void Option for a Submitted Claim

Applying a Payment to Claims from an Insurer

How to Update Individual and Bulk Claim Status

You may want to track insurance payments on invoices without the following a claim from start to finish. Your clinic may only process a few claims a week, or you want a way to indicate on the invoice that there was an insurance and a patient payment. You can use tools in Noterro to make this process simple.

In the screenshot below, we use the Alert and Label feature to indicate simple insurance information. The Alert displays a Co-pay value (it can be used for anything), and the Label indicates Blue Cross is the insurer.

Adding an Alert to a Patient Profile

  1. Navigate to Patient's Profile.
  2. Click the Three dots to the right of the Patient's name.
  3. Click on Add Alert.
  4. Type in the content of the Alert.
  5. Click Save.

Adding Patient Labels

  1. Navigate to Patient's Profile.
  2. Click the Three dots to the right of the Patient's name.
  3. Click Manage Labels.
  4. Type the Label Name and click Save New.
  5. To remove the Label, Click "x."

Editing Labels

  1. Login as Admin.
  2. Click the Patient Icon on the Upper Left Header.
  3. Click on Manage beside the Label.
  4. Click on the Three Dots to edit the label.
  5. Click Save.

Marking an Invoice as Paid with Insurance

You may want to separate the insurance and patient payments. You will need to partially pay the invoice if you are only applying for the patient portion. You can also create customer payment methods for insurance payments. For example, you may use one generic payment method labelled "Insurance," or you may want to add all the insurers as payment methods (for instance, Blue Cross).

Partially Pay an Invoice

  1. Click on the Invoice.
  2. Click Pay.
  3. In the Pay INV-... Amount box, enter the amount of the payment
  4. Click Add Payment Method.
  5. Select the Payment Method.
  6. Click Pay.

Adding Payment Methods

Adding a new payment method is crucial in ensuring smooth transactions with your patients/clients. Here's how you can do it:

  1. Log in as the Admin.
  2. Click on the Gear icon (top right header).
  3. Select Billing from the menu that appears.
  4. Scroll to the Payment Methods section.
  5. Click on Add New.
  6. Enter the name of the payment method.
  7. Additionally, choose to enable or disable the Payment Method.
  8. Click Save to add the payment method.

You may want to track insurance payments on invoices without the following a claim from start to finish. Your clinic may only process a few claims a week, or you want a way to indicate on the invoice that there was an insurance and a patient payment. You can use tools in Noterro to make this process simple.

In the screenshot below, we use the Alert and Label feature to indicate simple insurance information. The Alert displays a Co-pay value (it can be used for anything), and the Label indicates Blue Cross is the insurer.

Adding an Alert to a Patient Profile

  1. Navigate to Patient's Profile.
  2. Click the Three dots to the right of the Patient's name.
  3. Click on Add Alert.
  4. Type in the content of the Alert.
  5. Click Save.

Adding Patient Labels

  1. Navigate to Patient's Profile.
  2. Click the Three dots to the right of the Patient's name.
  3. Click Manage Labels.
  4. Type the Label Name and click Save New.
  5. To remove the Label, Click "x."

Editing Labels

  1. Login as Admin.
  2. Click the Patient Icon on the Upper Left Header.
  3. Click on Manage beside the Label.
  4. Click on the Three Dots to edit the label.
  5. Click Save.

Marking an Invoice as Paid with Insurance

You may want to separate the insurance and patient payments. You will need to partially pay the invoice if you are only applying for the patient portion. You can also create customer payment methods for insurance payments. For example, you may use one generic payment method labelled "Insurance," or you may want to add all the insurers as payment methods (for instance, Blue Cross).

Partially Pay an Invoice

  1. Click on the Invoice.
  2. Click Pay.
  3. In the Pay INV-... Amount box, enter the amount of the payment
  4. Click Add Payment Method.
  5. Select the Payment Method.
  6. Click Pay.

Adding Payment Methods

Adding a new payment method is crucial in ensuring smooth transactions with your patients/clients. Here's how you can do it:

  1. Log in as the Admin.
  2. Click on the Gear icon (top right header).
  3. Select Billing from the menu that appears.
  4. Scroll to the Payment Methods section.
  5. Click on Add New.
  6. Enter the name of the payment method.
  7. Additionally, choose to enable or disable the Payment Method.
  8. Click Save to add the payment method.

No Void Option for a Submitted Claim

Applying a Payment to Claims from an Insurer

How to Update Individual and Bulk Claim Status

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice