Invoices, Default Rates, & Insurance
Default Rates - Practice Level
Navigate to Settings - Account Settings. = Select the edit link under Practice Settings. Navigate to Default Rates. Now, choose the service(s) you want to default using the dropdown. Once completed, select Add. Then, add your default rate(s) and ...
Setting Up Automatic Monthly Superbills
You can choose to have the system automatically generate and send monthly superbills to all clients with billed appointments for the previous month. Step 1: Navigate to the Account Settings Step 2: Click the Edit button on the Practice Settings ...
Configuring Invoice/Superbill Settings
Please note: "invoice" is synonymous with "superbill." Navigate to the middle bucket within the General Account Settings tab (found in the "Settings" dropdown) entitled "Invoice Contact Details" and then click the Edit butto Ensure all of your ...