Billing overview

Billing 101

How do I set up my superbills with my info?

How do I set up billing codes?

How do I view/add/edit/delete billing transactions?

How do I create and send billing statements?

How do I record a billing for a session before I have a signed note?

Advanced topics

How do I update diagnoses on the billing statement?

How can I export financial data?

How do I charge a credit card? (Credit card add-on users only)

Easy reference to send to patients/clients:  How can I create my own billing statement? (Premium plans only)

Easy reference to send to patients/clients: How do I enter my cc info and pay my bill? (Premium plans only)

See all billing articles

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