The Billing Module is represented by a dollar icon, and is where users are able to manage employee time tracking, set up billing permissions and rates, submit claims, produce invoices and post payments.


Allows you to bulk lock/unlock, generate invoices, apply copays, sign, merge claims, and add tasks *Note: this button only appears when you have multiple billing entries selected

Billing / Billing Export

Allows you to export the billing entries that are within the current date range selected into either a CSV or text file

Billing / Billing Files Column (i.e. 1, 2, 3….)

Clicking on the number associated with the files column will take you to the files module and filter the system to show you the file(s) associated with that billing entry

Billing / Billing Grouped Entries Column (i.e. 1, 2, 3…..)

Allows you to select the number associated with a billing entry to show you those billing entries that are grouped together.

Billing / Billing Load Totals

Allows you to view the total amounts for all billing entries on the screen

Billing / Billing Locked/Unlocked

Allows you to individually lock or unlock a billing entry to allow for timesheet edits

Billing / Billing Payor Column

Allows you to edit the payor that is currently associated with that billing entry

Billing / Billing / Billing / Timesheets Permission to Edit Timesheet

Employees with the following  Billing module permission will be able to edit their appointment information, including the service code, when doing a timesheet conversion. This permission can be enabled via the  Permissions module.

  1. Timesheets > Allow Conversion Modifications
    • Ability to modify timesheets while converting them from an appointment
    • Ability to attach a note to an unlocked billing entry

To learn more about attaching a note to a timesheet, click here.

Billing / Billing / Permissions Permission to View Client’s Rates

Employees with the following Billing Module  permission, will be able to see client’s rates when converting an appointment into a timesheet. This permission can be granted via the Permissions Module  and also allows employees to have access to Service Codes and Fee Schedules.

  1. Settings > Manage
    • Access to billing settings, including the ability to see employee pay rates and Client charge rates

Billing / Billing PR Amt. Column

Allows you to change the patient responsibility amount that is currently associated with that selected billing entry.

Billing / Billing Tasks Column (i.e. 1, 2, 3….)

Clicking the number in the tasks column will open a pop up window that shows you all tasks associated with that billing entry. Here you can open a specific task to re-assign, complete, copy, delete, cancel, or add a comment.