Billing & Payments
Taking payment is easy. Who owes what is not.
Any system can take a card. Ours knows which part of each visit is the client's and which is their insurer's, so nobody is asked for money they don't owe, and nothing slips through.
Beyond the basics
What keeps the money straight.
Sending an invoice and taking a card is the easy part, and every system does it. This is what ours does around it.
Your part and theirs
The client only pays their part.
One visit can be split between the client and one or more insurers, and the split has to add up before the bill is issued. The insurer's part is never in the client's balance. If the insurer hasn't decided yet, the client pays their own share and leaves.
A record you can trust
Nothing is quietly rewritten.
Once a bill is issued its lines are locked. A mistake is fixed with a credit note or a refund, and every change is a new line in the bill's ledger. When you close the day, the cash difference is written down, not hidden.
Practice Connect™
One bill, whichever way they pay.
Clients can pay at your desk or from their portal. The bill, the rules and the receipt are the same either way. Card payments run through your own account, and our fee is its own line, never buried in the total or put on the client's receipt.
The life of one bill
Follow one visit's bill from start to finish.
One bill, from the moment the visit ends to the day the insurer's money lands, on your side and on your client's.
Daily Workflow › Billing · Calendar
The visit ends and the charge is waiting.
Every finished visit lands on the desk's "To settle" list at the price of its visit type. On the calendar, the booking's money badge moves from billed to paid.
Daily Workflow › Billing
You choose how it's settled.
Take payment now, send it to an insurer, bill it later, or mark it no charge with a reason. The bill always shows what is due now.
Daily Workflow › Billing · the client portal
It gets paid, at the desk or from their phone.
Cash for part of it and a card for the rest is one payment. Or the client pays their part later from their portal.
Clients › Billing · the client portal
The receipt, and the paper for their insurer.
The client's account shows what they owe and, separately, what is waiting on an insurer. In their portal they get the receipt and the insurance paper, with your registration number on it.
Practice Management › Invoices & Payments › Payer invoices
The insurer's part comes home.
Gather what an insurer owes into one payer invoice. When their statement arrives, tick off what they paid, check their total against ours, and record the deposit.
Daily Workflow › Billing · Practice Management › Invoices & Payments
The day closes and the record keeps.
Close the day with takings by method and the cash counted. Every bill stays in one register: draft, unpaid, part paid, paid or overdue.
Made for nutrition
Paid the way your nutrition practice is paid.
Most of your clients pay part themselves and claim the rest. Billing is built around that.
Try it on a real week
Run a real week's billing. Know who owes what.
Start a free trial and settle next week's visits through it, or book a demo and walk through it with someone who knows the work.
Where the money comes from, and where it goes.
The visit type that sets the price, and the booking that becomes the charge.
The desk where every visit is settled.
Invoices & Payments: the record of every bill.
Where clients see their bills, pay their part and get their receipts.