Billing Policies & Invoicing Upgrades

Our biggest set of billing upgrades yet: new policy types that keep billing moving through authorization gaps, flexible invoicing and delivery methods, and much finer control over what lands on every invoice.
Provisional billing policies
Waiting on an authorization renewal no longer stalls your billing. Provisional policies cover authorization gaps and renewals: shifts keep scheduling and billing normally, and claims are held until the real authorization is on file.
Reimbursement-tracking policies
Track reimbursable care alongside primary billing. Reimbursement policies run in parallel with a client's main coverage and auto-generate reimbursement invoices — with clear utilization projections, and travel time and mileage handled correctly.
Streamlined invoicing & payment methods
Choose how each payer gets invoiced — Embedded Billing, Email, Fax, Payer Portal, or Print & Mail — with sending, downloading, and care-note attachments built into one flow. Billing frequency is configurable per payer (monthly, weekly, or biweekly) with an explicit billing start day, and invoice copies can go to multiple parties.
Full control over invoice contents
Move whole shifts or single line items between invoices, in bulk or one at a time; remove shifts from open third-party invoices; and let cross-midnight overnight shifts bill at two rates and split across the right billing cycles.
Additional improvements
Search on the invoices page and on billing tables
Invoices show a PAID stamp on PDFs — including exports
Total shift hours shown on private-pay invoices
Reopen partially paid invoices and record partial payments to the cent
Write-off adjustments on claim-backed invoices, with the balance optionally re-billed to private pay
Bank-account (ACH) payment verification is easier to manage, with clear microdeposit steps and a retry path for failed payments
Only one policy can be effective at a time, policies get auto-generated names, and backdated policy edits preserve historical coverage
One "Active for Invoicing" policy per service, with clearer policy selection while scheduling
Invoice links in emails no longer expire — payers can open their invoice whenever they get to it, not just in the first week
Third-party payer pages now have a real Invoices tab: every invoice for that payer with billing period, status, client, amount, and sent/paid dates, plus search and sorting
Shifts worked while a policy was in effect stay billable even after the policy's end date passes — billing looks at the policy that covered the shift's date, so month-end billing runs don't strand valid work
Medicaid invoices split cleanly at calendar-month boundaries
Client address changes are tracked over time, and each claim keeps the address that was current on the date of service