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Lesson Overview

In this video, I will guide you through the process of using the billing dashboard. I will show you how to access the pay or status widget, select the payor, and update the date range. I will also demonstrate how to expand each family or expand all to view invoice details, including the original payer balance and open balance. Finally, I will explain how to apply payments and generate a payer reconciliation report. Watch this video to learn how to efficiently manage your billing tasks.