Practice Mate

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How to Apply an Adjustment in Practice Mate

Adjustments allow you to update a balance without recording a payment

Adding Insurance Entries in Practice Mate

Adding insurance upfront prevents manual re-entry later when checking eligibility, submitting claims

Add a New User in Practice Mate

To add a new user in Practice Mate

Adding Insurance Entries in Practice Mate

Follow the steps below to add an insurance entry to your Insurance List.

How to Manage Chart of Accounts in Practice Mate

In accounting, a Chart of Accounts (COA) is a structured list used