One patient record
Billing sits on the same chart as scheduling, notes, e-prescribing, and insurance, so there is no second system to reconcile.
Billing
Medical billing built into your EHR
Ona's billing is medical billing software built into the EHR, so charges post straight from the signed chart note. Practices generate itemized invoices, collect payments online or by text-to-pay, and route denied claims into a denial and rejection queue — all designed to help them get paid faster and chase fewer denials, without leaving one system.
- Invoice straight from the chart
- Online + in-clinic payments
- Payment plans
- Superbills and CMS-1500
Ona Billing is the invoicing and payments module inside Ona, an AI-native, all-in-one practice management platform that combines a CRM, EHR, and RCM in one system. Invoices pull service codes, labs, and prescriptions from the signed chart note, so billing becomes a side effect of the visit instead of a Friday-afternoon project. Payments run on Stripe with pass-through rates, and Ona does not take a cut of your payments.
It's built for solo and growing US healthcare practices — primary care, behavioral health, physical therapy, women's health, nutrition, integrative and functional medicine, naturopathic doctors, and medspas — running cash-pay, insurance, or hybrid billing. It fits practices that want clinical notes and revenue on one patient record rather than a separate billing system bolted onto the EHR.
01 · Why it matters
Revenue lives in the friction between systems.
Every handoff between the chart and the billing tool is a place money gets stuck. Fewer systems, fewer leaks.
Every handoff between the chart and the billing system is a place money gets stuck — a miscoded service, a missed charge, a statement that never got mailed. The more systems, the bigger the leak.
When billing and the chart are the same system, charges post the moment the note is signed. Patients pay from the portal in two taps. You close the week knowing where every dollar is.
02 · Why Ona
Billing that keeps up with care.
Charges come from the signed note
Nothing is re-keyed. That closes coding gaps and keeps claims clean, so your team chases fewer denials.
Transparent payments
Stripe under the hood with pass-through rates and no cut taken on what you collect.
Denials, refunds, and adjustments in one place
Handled alongside claims — each one requires a reason and is audit-logged in your financial reports.
Cards, HSA/FSA, and text-to-pay
Patients pay online from the portal, at the front desk, or via a text-to-pay link — with stored payment methods, Apple Pay / Google Pay, and receipts sent instantly.
Payment plans that run themselves
Split a balance with auto-charge on the card on file. Patients get SMS nudges before each charge, and failed cards retry automatically.
03 · How a charge flows
Signed note to cleared deposit.
Sign the note, charges post
Service codes, labs, and prescriptions carry straight onto an itemized invoice, ready to review the moment the visit closes. You review; you don't re-enter.The patient pays, however they prefer
Online from the portal, at the front desk, or by text-to-pay — using stored payment methods, Apple Pay / Google Pay, card, or a health savings account / flexible spending account (HSA/FSA).Or split it into a payment plan
Auto-charge the card on file, with SMS nudges before each charge. Failed cards retry automatically.Submit insurance claims
Through an integrated clearinghouse, with CMS-1500 (the standard professional claim form) and most major payers supported out of the box. Denied claims kick back to a denial and rejection queue with the payer's reason attached.Watch the money on live dashboards
Daily revenue, outstanding balances by age, and top services by margin — plus CSV export of revenue, payments, and adjustments for your bookkeeper or accounting tool.
“We moved off our legacy PMS/billing setup and the finance team's stress went down measurably. Month-end close used to take days. It takes an afternoon now.”
04 · In practice
Billing shaped for how you get paid.
Cash-pay / DPC practice
Predictable monthly membership billing.
Recurring charges, add-ons, and one-off invoices — all in one billing record per patient. Retention is visible; revenue is unsurprising.
Insurance + self-pay mix
Two rails, one view.
Insurance-billed services and cash add-ons run side by side. Patient responsibility calculates cleanly after payer adjudication.
Medical spa / wellness
Packages, series, and gift cards.
Series of treatments (6 IVs, 4 acupuncture, etc.) draw down per visit. Packages and gift cards supported with automatic balance tracking.
Multi-clinician group
Per-provider revenue, clean splits.
Revenue by clinician and service — ready for compensation calculations. No spreadsheets, no arguments.
FAQ
Common finance questions.
Does Ona offer integrated EHR and billing?
Yes. Billing is built into Ona's EHR, so invoices generate from the signed chart note and live on the same patient record as notes, scheduling, and insurance. There is no separate billing system to sync.
Is Ona medical billing software for insurance and cash-pay practices?
Yes. Ona handles cash-pay invoicing and insurance-side billing. It exports superbills for patients submitting their own claims and generates CMS-1500 claims, and a service can be billed cash-only, to insurance, or both.
How does Ona help practices get paid faster?
Charges post the moment a note is signed, patients pay online or by text-to-pay, payment plans auto-charge the card on file, and failed cards retry automatically — so collection moves with the visit instead of waiting for a month-end billing run.
How does Ona reduce claim denials?
Claims generate from the signed note through an integrated clearinghouse, and denied claims route into a denial and rejection queue with the payer's reason attached, so your team can correct and resubmit in one place rather than starting over.
Does Ona take a cut of payments?
No. Payments run on Stripe with pass-through rates, and Ona does not take a percentage of what you collect. Ona uses transparent per-seat pricing — 2 practitioner seats plus 1 staff seat is an estimated $305/month — with a 14-day free trial and no credit card required.
Can patients pay from the portal?
Yes. Stored payment methods, Apple Pay / Google Pay, card, and HSA/FSA — plus text-to-pay for patients who won't touch a portal.
Can we issue refunds or adjustments?
Yes — from the chart, with a required reason. Everything is audit-logged and visible in your financial reports.
How does accounting export work?
You can export revenue, payments, and adjustments as CSV for your bookkeeper or accounting tool. Deeper direct integrations are on the roadmap — tell us which you use.
Ready when you are
Close the month in an afternoon.
Bring your trickiest edge case (claim denials, payment plans, superbills) to a 15-minute demo.