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Invoicing & Billing

Invoices, payments, superbills, claims, and more!

  • Copy Insurance Information from One Client to Another
  • Create a Single Invoice for Multiple Appointments
  • Create a Statement
  • Create a Superbill
  • Create an Invoice
  • Create Claims in Bulk
  • Create Multiple Claims for a Single Appointment
  • Creating a Claim (CMS 1500 Form)
  • Define a Coinsurance
  • Define a Copayment
  • Display Current Diagnosis Codes in Treatment Notes
  • Duplicate an Invoice
  • Edit an Invoice
  • Enable and Set Up Superbills
  • Enable Superbill Storage
  • Enter a Manual Invoice Payment
  • Enter Invoice Settings
  • Enter Your Clinical Billing Information
  • Export Invoices to CSV
  • Export Claim Information to CSV
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