Open payor balance
$6,720.00
Visible invoices
3
Prototype invoice total
$600.00

Checkout workflow

PatientVisitBalanceNext action
Kapoor, RoyProgress Test$95 duecollect
Bennett, IslaVT SessionCard on filestored-card
Moore, RobertEvaluationClaim reviewclaim
Appointment panel handoff

Arrived appointments expose balance, invoice, and payment actions.

Payor providers

ProviderTypeTermsOpen balanceStatus
Private PayPrivate PayDue at visit$1,280.00active
Northstar BenefitsInsuranceNet 30$4,600.00active
Community Access GrantGrantMonthly statement$840.00active

Invoice listing

InvoicePatientPayorStatusAmountIssued
INV-2026-0418Bennett, IslaPrivate Paypaid$185.002026-05-05
INV-2026-0419Moore, RobertNorthstar Benefitssent$320.002026-05-11
INV-2026-0420Kapoor, RoyPrivate Payoverdue$95.002026-04-21

Billing settings

Default invoice prefix
INV-2026
Used when generating invoice numbers for patient balances.
Receipt delivery
Email and print
Prototype setting for patient-facing receipt preferences.
Overdue threshold
21 days
Flags invoice rows and patient chart billing notices.

Reports

Aging summary
Static preview
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Receipts by period
Static preview
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Payor mix
Static preview
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