Having completed the workflow of managing the client through the Agenda, you are now ready to invoice the client through the Agenda for their appointments.
Using the agenda to add the invoice ensures that date of service, service type, place of service, diagnosis, treatment plan and progress note are tied appropriately to the invoice. This guarantees that whether you accept insurance or require self-pay, all necessary information and data elements for reimbursement are included.
Full details covering invoicing, self-pay billing, insurance billing, payment application and ERA resolution can be found in our Client-Billing section.