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Invoicing & Billing
Invoices, payments, superbills, claims, and more!
- Creating a Single Invoice for Multiple Appointments
- Creating Multiple Claims from a Single Appointment
- Credit Balance: Managing Payment Credit for Your Clients
- Duplicating Invoices
- Electronic Claims - Office Ally
- Electronic Claims - TriZetto
- Enable Superbill Storage
- Exporting Claims to CSV
- Exporting Invoices to CSV
- Good Faith Estimates
- How Clients can Sign up for a Subscription or Membership
- How to Create Superbills
- How to Define a Copayment or Coinsurance
- How to Edit an Invoice
- How to Set a Custom Copay and Coinsurance by Code
- How to Setup Taxes
- Importing Diagnosis Codes
- Importing Procedure Codes (CPT)
- Importing Products
- Income Aging Report