Overview
The Submission feature in CompanyOn allows clinics and practitioners to group and submit multiple invoices together under a single third-party contact, organization, or facility without immediately processing payment.
This workflow is commonly used for:
• Facilities
• Long-term care homes
• Organizations
• Insurance programs
• Government-funded services
• Corporate billing workflows
The Submission feature helps clinics:
• Consolidate billing
• Track outstanding submissions
• Organize third-party invoicing
• Simplify facility billing workflows
• Manage multiple invoices under one billing request
How the Submission Feature Works
Instead of processing payments individually for each invoice, clinics can:
Generate invoices normally
Assign invoices to a third party or organization
Select multiple invoices
Submit them together as one consolidated billing submission
The submission acts as a billing package or grouped request for payment.
Common Example
Facility Billing Workflow Example
A practitioner visits multiple residents inside the same facility.
For each client:
• An appointment is completed
• An invoice is generated automatically during check-in
Instead of sending invoices individually:
• All invoices are assigned to the same facility
• The practitioner selects all invoices related to that facility
• The invoices are submitted together using the Submission feature
This creates one organized billing submission for the facility.
Important Benefits of the Submission Feature
Operational Benefits
The Submission feature helps clinics:
• Avoid managing invoices individually
• Track facility or organizational billing separately
• Improve payment follow-up workflows
• Organize external billing requests
• Simplify reporting and reconciliation
How to Create a Submission
Open the Billing module
Select the invoices you want to submit
Click Submit
Select the third-party contact or organization
Confirm the submission
What Happens Next
Once submitted:
• The invoices become grouped under the submission
• The clinic can track the submission status
• Outstanding balances remain visible
• Payment workflows can later be completed individually or together
How Payment Processing Works After Submission
Submitting invoices does not automatically process payment.
After submission:
• The invoices remain outstanding until payment is received
• Payments can later be processed:
• Individually per invoice
• Or as a full grouped payment
Tracking Submissions
What Can Be Tracked
Clinics can track:
• Submitted invoices
• Outstanding balances
• Submission history
• Facility billing workflows
• Payment statuses
• Submission notes and contacts
Important Notes
Key Submission Information
• Submissions help organize third-party billing workflows
• Submissions do not replace invoices
• Individual invoices still remain attached to each client record
• Payments and receipts continue to be tracked normally
Best Practices
Recommended Best Practices
• Standardize third-party organization names
• Review invoices carefully before submission
• Add detailed billing notes when necessary
• Track unpaid submissions regularly
• Reconcile payments consistently
Frequently Asked Questions
Does Submitting an Invoice Process Payment?
No. Submission only groups invoices together for organizational and billing purposes.
Can Multiple Client Invoices Be Submitted Together?
Yes. Multiple invoices can be grouped together under the same organization or third party.
Are Individual Invoices Still Visible After Submission?
Yes. Each invoice remains attached to the client profile and billing history.
Can Payments Be Processed Individually After Submission?
Yes. Payments can later be processed individually or together depending on the workflow.
Is the Submission Feature Useful for Facilities?
Yes. The Submission feature is commonly used for facilities, organizations, and multi-client billing workflows.