Clerk makes keeping track of Patient financials a breeze, with everything you will need to look at in one convenient place in their Patient Profile: the Financials tab. 💸
The Financial's tab is broken down into four sections:
Patient Superbill, which shows a line item view of all Services a Patient has received.
Invoices, where you can download Invoices in Bulk and create One-Off Invoices for purchases outside of Appointments.
Claims, where you manage Claims at every stage, download in Bulk, and delete Claims that have not been submitted.
Subscriptions, where you can view each Invoice related to a recurring payment.
Below the Patient Superbill, you will find a list of financial summaries that include the Patient's Open Balance (which is also reflected in the Patient's Contact Card) and Insurance Summary. The Insurance Summary will populate with the financials related to the Patient's Claims.
Ready for Submission will total all Claims with the status of Ready for Submission, regardless of whether or not you are integrated with our Clearinghouse partners. Submitted and Rejected will total Claims that have received Claim responses from Insurance companies once ERAs have come into Clerk through the integration with our Clearinghouse partners.
Easy financial tracking makes for an efficient clinic! 😎