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Billing & Payments

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Bulk Write-Offs

Would be great to be able to do bulk write-offs for a client.
Andrea Mills over 5 years ago in Billing & Payments 0 Already exists

Set default service types for each of your clients

Can you guys please add a default (per each client in their personal detail info) insurance code? like for example, each session e a set individual rtherapy, or individula therapy and add on
Guest almost 6 years ago in Billing & Payments 0 Already exists

Two credit cards on file

I wish I could keep 2 credit cards on file for each client. Some of my children have two parents splitting it
Guest about 6 years ago in Billing & Payments 0 Already exists

Easily see billing status for all attended sessions

We need a billing report that makes it easy to see who has been 1) seen, 2) invoiced, 3) submitted for insurance payment. I very much like the new "Agenda" pages, which allow you to go down the left-hand side and easily see who has been invoiced, ...
Guest about 6 years ago in Billing & Payments 0 Already exists

Make invoicing unbilled appointments easier

Scanning daily agenda for appointments with notes attached to add invoice to without having to go back and refilter to continue search
Guest about 6 years ago in Billing & Payments 0 Already exists

Missed appointment billing

No description provided
Guest 3 months ago in Billing & Payments 0 Already exists