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Billing & payments

Invoices, card payments, and memberships.

3 articles

Invoicing patients and collecting paymentsBill patients directly with invoices — as distinct from claims to insurers — collect card payments through Stripe, and track balances.2 min read

Setting up memberships and recurring billingCharge patients on a recurring basis — create monthly or yearly plans, put a card on file, enroll patients, and manage renewals and cancellations.7 min read

Care Time and chronic care managementLog the minutes your team spends managing a patient between appointments, and close the month into draft CCM claims — thresholds, consent, the CPT code ladder, and what blocks a close.11 min read

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