Price the visit correctly
Apply rate cards and configured night, weekend, holiday, live-in and minimum rules. Use payer-specific rates and authorized hours when the client’s arrangement requires them.
Billing & invoicing
From care delivered to invoices ready.
Create invoices from verified visits using your agency’s rates. Keep payer arrangements, payment collection and outstanding balances connected to the client’s care record.
See it in a demoFor private-pay home care · Works with AI offheyhomecareOffice review
Billing & invoicingInvoices to review
RecordReview status
Dorothy A. · Family payer- Ready
Robert J. · Private pay- Ready
- Dorothy A. · Additional visit
- Visit needs review
Review exceptions before invoices are finalized.
Inside the workflow
The details that make the difference.
Connected to the people, visits and records your office already works with.
Keep track of who pays
Manage private pay, family splits and documentation-based payer arrangements. Review the client’s money summary and invoice detail before collecting payment.
Follow through on payment
Offer bank or card payment, configured autopay and scheduled reminders. Produce statements and connect supported accounting work to QuickBooks Online.
How it comes together
A clear next step. At every stage.
- 1
Review visits
Resolve verification exceptions before invoices are finalized.
- 2
Prepare invoices
Apply rates and divide charges according to payer arrangements.
- 3
Collect and reconcile
Record payments and follow up on open balances.
Built around your agency
See your workflow, connected.
Walk through billing & invoicing with our team. We’ll show how it fits your agency’s people, process and business rules.