Overview
CompanyOn allows clinics and practitioners to assign invoices to a third party for billing purposes.
This workflow is commonly used for:
• Facilities
• Insurance organizations
• Employers
• Family members
• Government programs
• Third-party payers
Third-party invoicing helps clinics consolidate billing and manage external payment workflows efficiently.
Important Requirements
Before assigning invoices to a third party:
• The third-party contact must first be added to the client profile
• Contacts can also be created globally through the Contacts section inside the Billing module
How to Add a Third-Party Contact to a Client Profile
Open the client profile
Navigate to the third-party invoicing area
Click Add Contact
Enter the third-party information
Save the contact
Common Third-Party Contacts
• Facilities
• Insurance providers
• Employers
• Family members
• Organizations
What Happens Next
Once third party contact is added:
• The invoice becomes connected to the selected third party
• Invoices can later be merged or submitted together
• Billing workflows can be tracked more efficiently
How Third-Party Invoice Merging Works
Invoices assigned to the same third party can later be merged together.
This workflow is commonly used when:
• Multiple clients belong to the same facility
• Services are billed to the same organization
• Clinics want consolidated billing workflows
Example Workflow
If several clients belong to the same facility:
• Each invoice can be assigned to that facility
• Invoices can later be merged together into one billing submission