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Adding Patient Payment Methods & Guarantors

A guide to managing patient billing, payment methods, and guarantor information in Canvas EHR for accurate financial and administrative workflows.

Patient Billing, Payment Methods and Guarantors 💳 - Watch Video

Purpose of this Video

This video explains how to manage patient billing, record payment methods, and maintain guarantor information in Canvas EHR. It’s designed for nurse practitioners, office administrators, and billing staff to help maintain accurate financial records, streamline payments, and ensure proper assignment of responsibility for patient accounts.


What You’ll Learn

  • How to access patient billing information in Canvas

  • Recording and managing different payment methods

  • Setting up and updating guarantor details

  • Reviewing billing history and outstanding balances

  • Tips for accurate and consistent patient account management


Key Takeaways

  • Properly maintained billing and guarantor information ensures accurate invoicing and reduces payment errors.

  • Canvas supports multiple payment methods, allowing flexibility for patients and staff.

  • Keeping guarantor and billing records up to date helps streamline administrative workflows.

  • Understanding this process improves overall practice financial management and patient satisfaction.