Step 3 - Streamlining Billing and Payments
Streamlining Billing and Payments
Now that you've set up your clinic information and configured your invoices, let's dive into setting up your billing system for seamless payment management.
Task Overview:
1. Set Up Profile and Clinic Information Details
2. Default Invoice Document
3. Billing Setup
4. Add Your Crew
5. Set Up Your Schedule
How to Start
To begin optimizing your billing system, navigate to the heart of your billing system by going to Settings. Scroll down until you find Billing, then click on Settings located next to Online Payments at the top.
How to Access Billing Settings
- ●Access Billing Settings: Navigate to the Billing section within your account settings to configure essential parameters.
●Update Billing Information: Input crucial details such as currency, tax ID, and organization NPI to maintain accurate financial records.
●Set Up Bank Details: Facilitate smooth transactions by securely adding your bank information, including the Account Holder Name, Account Number, and Routing Number.
●Customize Invoice - Settings: Tailor your invoice creation and statement generation preferences to align with your practice's needs and workflow. Choose default service descriptions, determine invoice creation frequency, and specify statement generation dates and practice.
You've successfully completed Step 3 of setting up your Serene Practice account. Now, let's move on to Step 4.
Serene Practice provides a clinic management tool for Speech-Language Pathologists, offering a way to manage your private clinic in a user-friendly way without out-of-pocket cost.
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Serene Practice provides a clinic management tool for Speech-Language Pathologists, offering a way to manage your private clinic in a user-friendly way without out-of-pocket cost.
Serene Practice provides a clinic management tool for Speech-Language Pathologists, offering a way to manage your private clinic in a user-friendly way without out-of-pocket cost.
Subscribe to our Newsletter
Get exclusive insights and expert tips.