Greyfinch Help Center

New to Greyfinch?

Greyfinch Connect

Leads/Appointment Widget

Patient Self Check-in

Patient Profile

Scheduling & Office Calendar

Automatic Card Updater Insurance Claim Errors - Troubleshooting How to Correct a Ledger that has 2 Contracts by Error Adding a New Claim Working Balance into an Existing Payment Plan Transferring Remaining Debt Posting Payments Adjusting Insurance Ledgers Show Payments Collection Label HSA / FSA Receipt Transfer Credit to a new invoice Ledger Overview Adding a Note to the Ledger How to Manually Start/Realize a Contract Create a Payment Plan Edit Autopay or Rollback Payment Plan Creating A New Invoice/Charge Edit Invoice Realization Date, Due Date or Autopay Date Unapply Payment from Invoice Refunding Payments Resolving Payments Posted Incorrectly Flowchart Reverse Payment- Posting Error Before Close of Day Apply Discount in the Ledger Apply Correction- Returned Checks and Posting Error After Close of Day Print a Receipt or Statement

(OLD) Release Notes

Other Integrations

Align Integration

Edit Autopay or Rollback Payment Plan

You don't have access to this article.

Sign in with the account that has access.

Powered by Ferndesk