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Invoices & Claims
Create invoices, manage insurance claims, and track payments.
7 articles
Guides
Articles in this topic
01
Invoices Overview
Track every invoice across your practice, from draft to paid.
02
Create an Invoice
Generate a new invoice from the billing page or directly from a client profile.
03
Invoice Line Items
Add services, custom charges, or discounts as line items on an invoice.
04
Insurance Claims
Manage claims for client sessions with CPT and ICD-10 codes.
05
Create a Claim
Build an insurance claim for a client session with the right codes.
06
CPT & ICD-10 Codes
Procedure codes describe what you did; diagnosis codes describe why.
07
Insurance Payers
Manage the insurance providers you bill and verify client coverage.