Update Client's Credit Card Information
How to update a client’s credit card information.
Changing Default Fee
If you have a client with a reduced fee, this is how to set that as the default fee for your services.
Client Requesting Statement
How to send clients their statements.
Approve Clinician BiMonthly Invoices
Approve clinician bimonthly invoices.
Admin Time Tracking
Admin time tracking.
Statements and Superbills for Current Clients
Statements and superbills for current clients.
Delete Invoice and Correct Session Fee
Delete invoice and correct session fee.