video1.0<iframe src="https://www.loom.com/embed/963ae3d3550540ea8052338d648c1399" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/963ae3d3550540ea8052338d648c1399-3c0543e745c51eb8.gif445.311In this video, I walk you through the process of using site numbers to effectively manage and filter private insurance billing for our patients. I demonstrate how to create a site number in the administration panel, link it to patient records, and generate detailed invoice reports based on specific insurance companies like Sun Life and Canada Life. I also highlight the importance of updating the patient's master record and utilizing the address book for efficient billing. Please ensure you follow these steps to streamline our billing process and improve our reporting capabilities. Let’s make sure to apply these practices in our daily operations!