Billing and claims

Collect revenue without a separate admin chase.

Invoices, patient balances, payment links, insurer forms, and supporting evidence stay attached to the same patient journey.

Outcome

Accounts work starts from visible balances and prepared evidence instead of spreadsheets and inbox searches.

How it works

Three connected steps.

Build the charge from the visit and the clinic catalogue.

Give the patient or insurer a clear route to payment.

Keep exceptions, claim reviews, and balances visible.

What changes

Faster payment follow-up

Fewer claim omissions

Balances visible beside the patient

Especially useful for

Private practicesProcedure clinicsAccounts teams

Product capabilities

Billing

Create invoices, collect payments, reconcile exceptions, generate statements, and keep balances visible in the patient workspace.

Insurance Claims

Prepare claim drafts with procedure mapping, insurer-specific configuration, evidence, and approval before submission.

Patient Portal

Let patients request appointments, accept waitlist offers, view chart context, and pay bills through a magic-link portal.

Documents and Forms

Build templates, start patient forms, preview generated documents, store files, and keep reports connected to the patient record.