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 / Client Legal Name
- 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
- Electronic Claims (Office Ally/Trizetto)
- Enable Superbill Storage
- Exporting Claims to CSV