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Invoicing & Billing
Invoices, payments, superbills, claims, and more!
- Accepting Gratuity Payments
- Account Currency Setting
- Add a Custom Insurance Payer
- Add Procedure Codes to Services
- Add Products to Invoices
- Add 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
- Create a Superbill