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Invoicing & Billing

Invoices, payments, superbills, claims, and more!

  • Accepting Gratuity Payments
  • Account Currency Setting
  • Adding a Custom Insurance Payer
  • Adding Procedure Codes to Services
  • Adding Products to Invoices
  • Adding Secondary Insurance to Claims
  • Adding Services to an Invoice Without an Appointment
  • Automated Invoice Reminders
  • Automatically Update Client Invoices when an ERA Returns
  • Billing Information Settings
  • Billing Recipient / Client Legal Name
  • Bulk Claim Creation
  • Bulk Invoice Creation
  • Capturing Credit Cards with Consent Forms
  • Claim Defaults for Clients
  • Claim Payer Settings
  • Claim Review Status
  • Client Statements
  • Copying Insurance Details from One Client to Another
  • Creating a Claim (CMS 1500 Form)
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