Client Profile: Billing

When viewing the client profile, select the Billing top tab for access to your clients billing account history, adjustment options, and statement history.

This location is also where you can take a payment, enter a manual refund and enter an EOB.

Access Client Billing Tab

To access the client billing tab, you'd go to:

Clients (left menu)
Select the client
Click on Billing (top tab):

This will take you to the Billing screen shown here:

Breakdowns:

Account History (overview)
Right Menu (button actions, filter by date, legend [line colors] )

Account History (Overview)

This top center area provides quick access to:

Creating a Billing Note
Adding an Adjustment (creating client charges or adjusting what you owe them or what they owe you)
Creating a Statement, Superbill, or Flex Spending Statement
Heads up view of the clients total:
- Charges
- Payments & Adjustments
- (Total current) Balance

Below Account History we list all the billing related items for this client including:

Dates of Service
Client Payments
Client Statements, Superbills, and Flex Spending Statements
Adjustments, credits, and misc charges
Insurance reimbursements (EOBs and ERAs)

Add Adjustment

To add an adjustment, click the top button:

Here you have the following options:

Balance Forward (they owe)
Credit (you owe)
or Charge (they owe, could be used for products or misc. services / fees)
Label (change as needed)
- This will also show up on the client portal if you allow billing access
Note (only visible to staff)

Create Statement, Superbill, Flexible Statement

Detailed article: Client Statements, Superbills, and Flex Statements

Generating a client statement has three options:

Client Statement
Superbill (individual date of service)
and Flexible Spending Statement (multiple dates of service)

In the process we'll walk you through each step from top to bottom with each option.

To begin click the button (top) and follow the steps:

Statement not open when you click on it? Review our article here.

Add Billing Note

Similar to adding an adjustment or creating a statement, on the top menu click the button.

Note: Billing Notes are only visible to staff with access to the Billing tab of the client profile.

Once a billing note is added, it will appear above the billing history and below the account history:

More than one billing note entered?

We only show the most recent billing note if multiple exist
To view the other billing notes, click Show All Comments shown here:

Additional Information:

Owners & Managers can delete any billing note
For any other role with access, billing notes can only be deleted by the person who created them

Right Menu:

From top to bottom, you have the following menu options as well:

Financial:

Take a Payment
Enter a Manual Refund
Enter an EOB
Amount due from client now

Filter:

By default we show all dates of services and entries
You can filter by date though, as well as choose to only list open balances

Legend

Each date of service line item has a color for a quick heads up visual of that appointment's claim status.

Color breakdown:

Green Claim Ready to Submit
Yellow Claim Submitted
Blue Complete / $0 Balance
Red Problem / Outstanding Balance / Exceeded 45-Day Aging Claims Threshold