Client balances

A billing report by clinician, location, dates or payer

The billing report filters by clinician, location, dates or payer, and shows one clinician at a time.

Charges posted when the note is signed

Signing the note posts the session's charge at your fee schedule's price, so no session is charged before its note is signed.

Billed units from the note's minutes

Units are counted from the signed note's minutes, by the unit length and rounding rule your practice sets for each service.

A list of what blocks billing

One list shows what stands between your sessions and a claim, such as late notes and missing charges.

Claims checked before they are sent

Before a claim is sent, it is checked for the rejections payers publish most, and every problem comes back at once with its fix.

Claims checked and sent in a batch

The claims waiting are checked together, each one that would not go says why, and one press sends the rest.

Claims held for a supervisor's cosignature

A session whose note a supervisor returned stays off every claim, and your practice chooses whether a note still waiting holds its claim too.

Telehealth place of service from the session

A claim line says telehealth for its place of service only when the session was held by video.

Each payer's weekly claim cutoff

Your practice records each payer's weekly cutoff, and each waiting claim shows the day and time to send it by.

Remittances matched to the claim they pay

A payer's remittance is matched to its claim by the claim's own number, and posts once however many times it arrives.

One list of claims that need a person

Every claim that needs a person is on one list, with the next step named from the payer's own adjustment codes.

Claim follow-up notes and reminders

A note on a claim can set a follow-up day, and the claims list shows the follow-ups due, oldest first.

A reason on every corrected or voided claim

A corrected or voided claim carries its reason, picked from a fixed list.

Payers that pay a fixed amount per client

A payer that pays a fixed amount per client is recorded by date of service, and its zero-paid lines close without counting as denials.

Funders that are not insurers

A grant, court or employer that pays for sessions is billed at its own rate, and the client is never billed in its place.

Also: superbills for out-of-network clients, payment plans, receivables aging on any date and payers, plans and fee schedules.