New Service Group
Define CPT bundle + assign patients
💊 CPT Lines
👥 Assigned Patients
Pick CPT Services
Assign Patient to Group
New Billing Entity
Entity that appears as sender on invoices
No logo
PNG, JPG. Recommended: 300×100px
New Client
Medical practice or entity receiving the invoice
New Invoice
If collections below this, fee charged on this amount
Actual amount collected by the provider this period
📋 Services Billed
Up to 4 service lines (e.g. Medical Billing, Credentialing)
💳 Payment Lines
📋 Paste from Excel / Spreadsheet
Copy rows from Excel or any spreadsheet with columns in this order:
Payment Date · Description · Payment ID · Insurance · Month · Amount
Payment Date Description / Product Payment ID Insurance Invoice Month Amount Status Notes
Subtotal (payments received) $0.00
Billing Fee 0% $0.00
Total Due $0.00