Billing / Reporting
Creating Line Items for Appointments/Invoices (e.g., CC Processing Fees)
Exporting Billing
Step 1: Go to Billing from the main menu Step 2: Click on Export Billing to download it as a CSV file. Once exported, the CSV file includes the following: - Address - Office Number - Therapist - Client ID - Client Name - Date of Service (DOS) - CPT ...
Allocating Payments to Multiple Appointments
Step 1: Click the Take Payment box located at the upper-right side. Step 2: Input the details of the payment. Client - choose the client you want to record payment Payment Type - select what type of payment they are going to use Step 3: Input the ...
Setting Up Automatic Monthly Superbills
You can choose to have the system automatically generate and send monthly superbills to all clients with billed appointments for the previous month. Step 1: Navigate to the Account Settings Step 2: Click the Edit button on the Practice Settings ...
Setting Up a Client's Default Rates
In addition to setting up a professional's default rates across all clients, you can also set up different rates for specific clients from within their client profiles. Step 1: Navigate to the desired client's profile, and click on the Default Rates ...
Unit Billing
When creating a new appointment, you can enter the quantity of units for each CPT code selected. Simply select the CPT code from the dropdown, enter the number of units for that CPT code, and then enter the service fee per unit. The system will then ...
Setting Up a Professional's Default Rates
Step 1: Navigate to the professional user's settings by clicking on their name in the Staff & Users list. Step 2: Click into the Default Rates tab on the left-hand side. Step 3: Select service(s) to add from the dropdown (you can select multiple ...
Creating Bulk Invoices
You now have the ability to easily create bulk invoices for clients seeing multiple clinicians. Step 1: Click on the Create Invoice button in the menu bar. Step 2: Click on the "Bulk Invoice" button in the bottom left-hand corner of the pop-up ...
Refunding a Credit Card Transaction
In order to refund a credit card charge, you will want to navigate to the Billing tab within the menu bar or within the specific client's profile. If searching for the transaction within the main Billing tab, you'll first want to enter the date range ...
Creating Invoices/Superbills
Please note: "invoice" is synonymous with "superbill." STEP 1: Ensure your account settings are configured correctly. (FAQ: Configuring Invoice Settings) STEP 2: Ensure the necessary client details are correctly input into their client profile and ...
Running Billing vs. Collected Reports
STEP 1: Click on the Reporting tab in the navigation bar and click on the Billing vs. Collected tab on the right-hand side. STEP 2: Select the desired parameters for your billing vs. collected report. Date Range Clinicians Type of Report STEP 3: ...