What you can do in DPC Billing
DPC Billing gives your team one place to manage claims, patient balances, payments, and statements. It was added at the request of the practices we serve, so staff can move from charge entry to payment tracking without switching between separate tools.
With Billing, your practice can:
- Submit claims electronically from patient records
- Track payments as they are received
- Review outstanding balances and scheduled payments
- Create clear billing statements for patients
- Offer payment schedules for balances over time
- Accept secure patient payments using supported payment methods
How to submit claims from a patient record
You can send claims directly from the patient record after charges have been entered and reviewed. This helps your staff work faster and keeps billing tied to the visit details already in the chart.
- Open the patient record and go to the billing or charges area
- Confirm the visit details, payer information, and billed services
- Review diagnosis and procedure coding entered for the encounter
- Select the option to create or submit the claim electronically
- Check the claim summary before sending
- Submit the claim and save the confirmation in the patient account
For cleaner workflows, many practices review claims in batches at the end of the day or after provider signoff.
How to track payments and balances
DPC Billing gives staff real-time visibility into what has been paid, what is still due, and what has been scheduled for later. That means your front desk and billing team can answer patient questions quickly.
- Open the patient account or billing dashboard
- Review posted payments and their dates
- Check remaining balances by visit, claim, or account
- Look for scheduled payments tied to a payment plan
- Update payment status as new payments come in
This view is also useful before follow-up calls, statement runs, and check-in. A quick look can tell your team what the patient owes and what has already been arranged.
How to create billing statements patients can understand
Clear statements help patients know what they were charged, what insurance may have covered, and what balance remains. DPC includes patient-friendly billing statements because practices asked for a simpler way to communicate charges.
- Go to the billing statement area for the patient or account
- Select the charges, payments, and balance details to include
- Review the statement for readability before sending
- Generate the statement for print, download, or patient delivery based on your workflow
Keep wording plain and the line items easy to scan. Short descriptions and a visible balance due make statements easier for patients to follow.
How to set up a payment schedule
If a patient needs more time to pay, DPC supports flexible payment schedule plans. This gives your practice a structured way to collect balances while giving patients a manageable payment option.
- Open the patient billing account
- Select the option to create a payment plan or payment schedule
- Enter the total balance to be paid over time
- Set the payment amount and payment timing
- Review the full schedule with the patient
- Save the plan so scheduled payments appear in the billing record
Before saving, make sure the schedule is easy for the patient to understand. Simple terms now can save time later.
How to support secure payment collection
DPC Billing supports secure payment processing for practices that want to collect payments within their workflow. Staff can record supported payment methods and keep payment activity tied to the patient account.
- Open the patient balance or payment screen
- Choose the payment method offered by your practice
- Enter the payment amount
- Post the payment to the correct balance or invoice
- Provide a receipt or updated account summary if needed
After posting, the account balance updates so your team can see the latest payment activity right away. That makes end-of-day reconciliation and patient account review much more straightforward.