Billing and Payments in HealthBloom
HealthBloom's billing module lets you manage the full payment lifecycle — from pricing services to generating invoices, collecting payments, and producing financial reports for your practice.
Step 1: Set Up Services with Prices
Before generating invoices, ensure your services have prices configured. Go to Services in the sidebar and click on any service to edit it.
- Set a base price for each service
- Configure tax rates if applicable to your region
- Add insurance billing codes (CPT codes) if your practice accepts insurance
- Create service packages with bundled pricing for recurring patients
Step 2: Generate Invoices from Appointments
After an appointment is marked Completed, generate an invoice directly from the appointment detail page. Click Generate Invoice to create a pre-filled invoice.
- Invoice is pre-populated with patient details, services rendered, and pricing
- Add any additional line items or adjustments before sending
- Apply discounts or copay amounts as needed
- Preview the invoice PDF before sending to the patient
Step 3: Track Payment Status
Monitor all outstanding and paid invoices from the Billing dashboard. Use the status filters to identify what needs attention.
- Draft: Invoice created but not yet sent
- Sent: Invoice delivered to patient via email
- Overdue: Payment past due date — send automated reminders
- Paid: Payment received and recorded
- Void: Invoice cancelled or reversed
Step 4: Process Payments
Accept payments online through the patient portal or record manual payments received in person. Open any invoice and click Record Payment.
- Online payments via Stripe (card, Apple Pay, Google Pay)
- Record cash or check payments manually with notes
- Split payments across multiple methods or dates
- Send automated payment receipts to patients on completion
Step 5: Export Billing Reports
Generate billing reports for accounting, audits, or insurance claims. Navigate to Billing > Reports and select your desired report type and date range.
- Revenue by service or provider reports
- Outstanding accounts receivable summary
- Monthly and annual income statements
- Export as CSV for use in accounting software like QuickBooks
💡 Tip: Enable automatic payment reminders in Settings > Billing to send reminder emails 3 days before and on the due date — this significantly reduces the number of overdue invoices.