Setup
Configure the billing module — payors, billing plans, benefit types, charge codes, and service providers.
Understanding the Billing ModuleThe Billing module is where you set up who pays, define what gets billed and at what rate, then turn attendance into invoices, payments, credits, and claims.Setting Up PayorsA payor is whoever pays an invoice — a member, a contact, or an external system. Setting up payors correctly controls how invoices are grouped and how incoming electronic remittances (ERAs) are matched back to…Managing Charge CodesA charge code is a reusable price item — how a unit of attendance, transportation, or a service is measured and priced.Configuring Benefit TypesA benefit type is a funding program you bill against — for example a Medicaid or private-pay program. It holds the program's status, its claim settings, and (through effective-dated charge-code links) its…Creating Billing PlansA billing plan is a recurring schedule that ties one benefit type to a payor and proposes invoices on a weekly or monthly cadence.Setting Up Service ProvidersA service provider is the billing entity behind your invoices and claims — usually your center or organization. Its name, contact details, and logo appear on invoices, while its NPI, EIN, and taxonomy code…