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Invoicing & Billing

Invoices, payment processing, superbills, claims integration, and more.

  • Accepting Gratuity Payments
  • Account Currency Setting
  • Adding a Custom Insurance Payer
  • Adding Payment Credit to Your Clients
  • Adding Products to Invoices
  • Adding Secondary Insurance to Claims
  • Adding Services to an Invoice Without an Appointment
  • Automated Invoice Reminders
  • Billing Recipient
  • Capturing Credit Cards with Consent Forms
  • Claim Defaults for Clients
  • Client Statements
  • Copying Insurance Details from One Client to Another
  • Creating a Claim (CMS 1500 Form)
  • Creating a Single Invoice for Multiple Appointments
  • Creating Multiple Claims from a Single Appointment
  • Duplicating Invoices
  • Enable Superbill Storage
  • Exporting Claims to CSV
  • Exporting Invoices to CSV
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Categories

  • Getting Started
  • Intake Forms
  • Clients
  • Appointment Management
  • Invoicing & Billing
  • Secure Client Portal
  • Telehealth
  • Account & Subscriptions
  • Frequently Asked Questions
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