Billing
This page is outdated. The current description of the billing screen is on Billing; managing individual invoices is on Invoices.
Manage billing and invoicing for client services.
Overview
The billing module helps you track billable services and manage invoices.
Billable Services
Services can be linked to contracts and tariff agreements with insurers.
Service Codes
Service codes define the types of billable activities:
- Consultation codes
- Treatment codes
- Administrative codes
Creating Invoices
- Navigate to Billing
- Select the billing period
- Review the services rendered
- Generate the invoice
Invoice Status
- Draft - Invoice is being prepared
- Sent - Invoice has been submitted
- Paid - Payment received
- Overdue - Payment is past due
Contract Management
Contracts define the terms and tariffs for services provided to clients through specific insurers.
Reports
Generate billing reports to track:
- Revenue per period
- Services rendered
- Outstanding invoices
TIP
Contact your administrator if you need access to billing features.