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Workspace and billing

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Workspace and billing

18 articles

Account and notificationsSession Timeouts (Auto Log Off)Why am I being logged out? Understanding automatic session timeouts and how to stay signed in.
Workspace administrationUnderstanding Your Practice AnalyticsAnalytics widgets: top medications, diagnoses, prescription classes, treatment status, and top users.
Workspace administrationService LocationsTrack where patient encounters take place with customizable location settings.
Workspace administrationActivity LogWhat the workspace Activity Log records, how to open it, and how to request a CSV export.
Plans, credits, and paymentsAccessing Your Billing PortalHow workspace admins open Billing Portal, what it shows, and how Stripe stores card data.
Insurance billingAuthorizations and Patient EstimatesRecord payer decisions, reserve authorized units, and approve estimates supported by current benefit evidence.
Insurance billingInsurance Claims and PaymentsReview a professional claim before submission, resolve payer responses, and post verified remittances.
Insurance billingSet Up Insurance CodingAdd billing codes to encounters so they shape the note and appear on exported PDFs.
Insurance billingCheck Insurance EligibilityReview policy and service details, request payer coverage, and prepare upcoming visits.
Insurance billingReview imported insurance claimsImport Claim.MD or Stedi claim history, find matching clinic records, and move imported claims into Claims.
Insurance billingSet up insuranceConnect Claim.MD or Stedi, add billing providers, and record payer enrollment for eligibility, claims, and remittances.
Insurance billingInsurance usage billingSee Insurance usage charges and invoices that are billed separately from the app subscription.

Workspace and billing

Workspace administration

Account and notifications

Plans, credits, and payments

Insurance billing