Can I Integrate With Accounting Software?

In short, we do not integrate with any accounting software (i.e. Quickbooks). 

What does the application provide that accounting software does not?

Client Balances

Think of each client as an account. You are able to enter charges (sessions) to that account and record any payments (insurance and client). Each client can be tracked individually and show any balances that are accruing over long periods of time.

Client Statements

The application is able to create balance statements for your clients that an accounting software wouldn't be able to. You can provide the client with a breakdown of all payments and charges and even include information about their case (i.e. CPT and diagnosis codes). For more information, please see: Client Balance Statement.

Do I need accounting software?

Yes, definitely. While our application can be used to track insurance claims and bill your clients, your business will have other income and expenses that need to be recorded. The application cannot be used to record the payroll of your employees, rent, or your utilities.

How should I enter payments that I receive into my accounting software?

We recommend using the Payments by Date report filtered by Posted Date Range. This report will show a breakdown of all payments entered into the system on a daily basis. The payments will be broken down even further by payment type (Cash, Check, EFT, and Credit).

These payments can be entered as a lump sum for each payment type, resulting in a maximum of four simple entries into your accounting software.