Preview
Billing checks
Money you're owed but haven't billed. The portal checks every appointment against its invoice each night and lists what needs fixing, with the dollar value.
To fix
!$4,830
across 41 appointments
Fixed this month
✓$6,210
billed after a check flagged it
Not invoiced
23
completed appointments with no invoice
Plans running low
7
clients under 10% of funding left
Open checks
| Check | Appointments | Value | Oldest |
|---|---|---|---|
| Completed but not invoiced | 23 | $3,120 | 12 days |
| Travel not charged | 11 | $612 | 9 days |
| Wrong item for the service | 4 | $588 | 6 days |
| Cancelled late, no fee | 3 | $510 | 4 days |
Sample numbers. The full page lists each appointment for the person who can fix it.
What the full page does
- Nightly checks on every appointment: not invoiced, travel missed, wrong item, late cancellations.
- Each finding goes to the person who can fix it, with the dollar value.
- A running total of money recovered, so the checks show what they're worth.
- Funding alerts before a client's plan runs out.
This is a preview on sample numbers. In your portal it runs on your own practice data, refreshed every night. Ask us how it would look for your practice.