Billing & insurance

Billing and insurance without the paperwork

Invoices, payments and patient balances, insurance companies and approval requests — every transaction linked and visible in your reports instantly.

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Patient accounts

Patient accounts

Invoices, payments, transactions and balance for every patient.

Patient account

Insurance claims

Insured invoices draft their own claims. Send them in batches, record what the company approved, and ask for pre-approval before costly work.

Insurance claims

Expenses and payment accounts

Track expenses and every payment account so the clinic's books always add up.

Expenses

How it works in your clinic

  1. 01

    Procedures are added to the appointment

  2. 02

    The invoice is created automatically

  3. 03

    Payment or insurance claim is recorded

  4. 04

    Reports update instantly

Related features

Questions about billing & insurance

Can I track partial payments?

Yes, every payment is recorded against the invoice and the remaining balance updates automatically.

Does it handle insurance approvals?

Yes, create approval requests per insurance company and track their status.

Know where every pound goes starting today