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Invoices & Claims

Create invoices, manage insurance claims, and track payments.

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Articles

Invoices Overview

Create and manage invoices for client sessions.

Create an Invoice

Step-by-step guide to creating a new invoice.

Invoice Line Items

Add and manage line items on your invoices.

Insurance Claims

Manage insurance claims with CPT and ICD-10 codes.

Create a Claim

How to create a new insurance claim for a client session.

CPT & ICD-10 Codes

Understanding procedure and diagnosis codes for insurance billing.

Insurance Payers

Manage your insurance payer list and run eligibility checks.

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