How to Add a Billing Contact or Third-Party Invoicing

  1. Overview
  2. Client case files management and electronic documentation
  3. How to Add a Billing Contact or Third-Party Invoicing

Overview

Third-party billing contacts can be attached directly to a client profile.

This workflow is commonly used for:
• Facility billing
• Insurance billing
• Employer billing
• Family billing workflows

Steps to Add a Billing Contact

  1. Open the client profile

  2. Navigate to the third-party field

  3. Enter the organization or billing contact information

  4. Save the information

What Happens Next

• The third party becomes available for invoice submissions
• Third-party billing workflows can then be used within the Billing module
• Invoices can be merged or submitted under the associated party

Best Practices

• Verify billing contact details carefully
• Keep organization emails updated
• Confirm billing relationships before invoice submissions

Was this article helpful?