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Billing & insuranceOctober 28, 2026

Quote the treatment once, and the bill and the schedule follow

Issue a priced estimate from a template; accepting it bills what was quoted and starts the course, with every session priced and dated.

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What shipped

  • Estimate templates hold service lines and treatment-package lines, with line and header discounts and a validity in days
  • Issue from a template or start blank, edit while open, print it, or decline or cancel with a reason
  • Accept and bill charges exactly what was quoted and starts each package as a course; an expired estimate is refused and a repeat never creates it twice
  • A per-session package lists each session's amount and when it falls, frozen when the estimate is issued
  • A chip on each visit says where the course stands, such as Session 1 of 3 done and Session 2 due, and Mark done can be undone

This is one update of many.

See how the whole platform fits together, from OPD to blood bank, or watch it live in a demo configured for your kind of practice.

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