Manage Client Billing and Insurance
- How to create an Invoice for an appointment and charge client
- How to add payment for a session invoice
- How to create and access saved superbills
- How to create standalone claims in Omnipractice
- Submitting Primary Insurance Claims
- ERAs in Omnipractice (Insurance Payment Reports)
- Creating Primary Claims Directly from Calendar
- Secondary Claims WorkflowHow a session travels from the client's insurance setup, through the primary claim, into the Secondary Claims queue — and how to file and track the secondary claim from there.