Invoices & Claims

Invoices Overview

Track every invoice across your practice, from draft to paid.

Create an Invoice

Generate a new invoice from the billing page or directly from a client profile.

Invoice Line Items

Add services, custom charges, or discounts as line items on an invoice.

Insurance Claims

Manage claims for client sessions with CPT and ICD-10 codes.

Create a Claim

Build an insurance claim for a client session with the right codes.

CPT & ICD-10 Codes

Procedure codes describe what you did; diagnosis codes describe why.

Insurance Payers

Manage the insurance providers you bill and verify client coverage.