Financials

Autopayments

• Autopayment Queue
• ACH Error on Patient Ledger
• How to Cancel an Autopayment when an Early Payment is Made

Patient / Family Ledger

• Incorrect Balance Showing in "All" Tab Only
• Saving a Card as a 'Saved Payment Method' for One Time Payments in Cloud 9
• Posting a One Time Credit Card Payment in Cloud 9
• Wrong Responsible Party (RP) Chosen for a Patient
• How do I Print or Email a Statement From a Patient's Ledger?
• Post Family Payment

Adjustments

• Duplicate Reversals or Adjustments in Cloud 9
• Post Adjustment Error
• Balance Adjustment Basics
• Contract Adjustment Error
• Move Money From Due Now to Future Due or Future Due to Due Now
• Transfer Adjustment: Moving money from one ledger to another

See all 12 articles

Contracts

• Cloud 9 Contract Creation
• How Can I Delete a Contract?
• Write Off a Contract
• Contract with a Single RP Quick Guide
• Contract with an RP and Insurance Quick Guide
• Contract with Split RP's and Insurance Quick Guide

See all 10 articles

Insurance

• Time of Service (Medicaid) Insurance Support
• How to Print an Envelope for an Insurance Company
• Entering an Insurance Billing Center in Cloud 9
• Insurance Claim Quarterly Roll Up
• Posting Bulk Insurance Payments in Cloud 9
• Insurance Claim Information

Late Fee Queue

• Late Fee Queue
• No Show Charges

Financial Arrangements (FA)

• What are Financial Arrangements and how do I set them up?

Setup Items

• Can I make my posting location default to the assigned patient location?
• Adding a Transaction or Charge to an Appointment Type

Close the Day / Month

• Monthly Close and Monthly Close Reports
• Daily Close and Daily Close Reports

Statement Queue

• BDS Quick Start Guide
• How Do I Email or Print Statements From the Statement Queue?

Stored Payment Methods

• ACH Authorization Emails with Planet DDS Pay
• ACH Error on Patient Ledger
• Processing a One Time Payment with a Saved Payment Method in Cloud 9