Billing and Insurance 

View your outstanding balance

To see the outstanding account balance for any of your accounts, go to Menu > Billing Summary. To view additional information about an account, including past statements, click the View account link.

If you have a question about your balance or other information for a billing account, you can use the Contact customer service link to send a message.

Make a payment for an outstanding account balance

• Go to Menu > Billing Summary.
• Click Pay Now for the account on which you want to make a payment.
• Enter the amount to pay along with your credit card or bank account information. Click Continue.

Review your payment information and click Submit Payment.

If you can't pay your entire balance all at once, you can set up a payment plan to pay a smaller amount each month.

Sign up for paper statements

• From the Billing Summary page, click the paperless billing alert.
• If you want to receive an email or text message when a new paperless statement is available online, enter and verify your email address or mobile phone number and select the corresponding check box to receive notifications.
• Select the I understand that I will no longer receive statements in the mail check box and click Sign Me Up.

Review and update your insurance information

To review the insurance information your clinic has on file, go to Menu > Insurance Summary. Click Details for the payor or plan to see more information about the coverage, such as your deductible and maximum out-of-pocket expenses.
To update your insurance information, make any of the following changes:

• Request a change to an existing coverage.
• Remove a coverage.
• Add a new coverage. New coverages are submitted for verification when you log out of MyChart.

Upload an Insurance Card or Other Documents.

• The patient will access their message center and click Send a message.
• They will then select either Medical or Non Medical (non-medical ends up with CRM or billing pools)
• Using a Non-Urgent Medical Question.
• The patient will then select the provider that is requesting the ID/Documentation or the provider the patient is scheduled with.
• Once the patient gets to the body of the message, they can use the paperclip icon to attach any document. Patients have the ability to attach all kinds of files including pictures.
• Once the patient clicks the Send button, the message and the attachment is sent to the provider pool/in basket. This can be managed by clinical or clinical support depending on how your affiliate wants to delegate.