Automate billing and receipts
Automatic invoices, card-on-file payments and insurance receipts.
The problem
End-of-month billing and receipt requests eat into clinical time.
What it could earn or save you
Rough estimate- Time
- Roughly 1 to 3 hours a month
How we got this: Based on less manual invoicing and chasing. Rough estimate; your results will vary. Your results depend on your business; this is an illustrative estimate, not a guarantee.
How to switch it on
- 1
Turn on automatic invoicing and card-on-file in SimplePractice or Jane App.
- 2
Generate insurance receipts/superbills from the system.
- 3
Set automated reminders for unpaid balances.
Tools you can use
- SimplePracticeVisit site (opens in new tab)
Practice management for therapists: client portal, intake, reminders and billing (HIPAA).
- Jane AppVisit site (opens in new tab)
Booking, charting and billing for clinics such as physio and therapy, with reminders and intake forms.
Tool links are plain links for now. Some may later become affiliate links, which will always be labelled. Check each tool’s current pricing on its site.
Template and prompt
Privacy & compliance: Never paste patient names, health details or records into general AI tools like ChatGPT or Gemini; use them only to draft generic templates. Send real patient messages through a HIPAA- (US) or GDPR- (EU/UK) compliant system, with a signed BAA or data processing agreement where needed. AI here is for admin and wording only, never for diagnosis or clinical advice. Check your professional body’s rules on consent and marketing.
Template:
Hi {first_name}, your statement for {month} is ready in the portal: {link}AI prompt (generic text only, no patient data):
Write a kind, professional reminder about an unpaid balance for a therapy practice. No clinical references.