Billing & Ledger
Every dollar. Accounted for.
A unified patient ledger with AR aging, automated statements, and collections workflows. See who owes what, how long it has been outstanding, and take action in one click.
01
Patient Ledger
Every charge, payment, adjustment, and credit for each patient in a single chronological view. Filter by date range, provider, or transaction type to find exactly what you need.
- Chronological transaction history
- Charge, payment, and adjustment tracking
- Provider and date-range filtering
- Running balance per patient
02
AR Aging Dashboard
See outstanding balances bucketed by 30, 60, 90, and 120+ days across your entire patient base. Drill into any bucket to see individual accounts and take collection action.
- 30/60/90/120+ day aging buckets
- Practice-wide AR summary
- Individual account drill-down
- Aging trend analysis over time
03
Statements & Collections
Generate and send patient statements via email or post with one click. Overdue accounts trigger automated reminder sequences before escalating to your collections workflow.
- One-click statement generation
- Email and postal delivery options
- Automated overdue reminder sequences
- Collections escalation workflow