Practice billing and payment workflows

Distinguish receipts, superbills and claims

These documents and workflows are not interchangeable. A receipt records a payment, a superbill may help a client seek reimbursement, and an electronic claim involves payer-specific submission and response handling. Confirm each required capability separately; Flor does not promise universal payer connectivity.

Plan for the exceptions

Partial payments, cancellations, refunds and corrected invoices need a clear owner and history. Review how fees are set, which staff can change them and how transaction fees appear. Reconcile a sample day with fictional records before accepting a financial workflow.

An invoice is only partly paid

Start with a fictional invoice of $150 and a $100 payment. The remaining balance should be $50 in the same currency. Review how a receipt links to the payment, how corrections are recorded and which staff can view or export financial information. A payment-provider success screen is not enough: compare the invoice, ledger and provider result. Flor checkout and refund implementation is under sandbox acceptance; no payment action is enabled in the public walkthrough.

Continue with practice reporting and team visibility and appointment scheduling software for therapy practices to test the connected steps. The interactive Flor demo provides fictional examples for the discussion.

A Canadian receipt acceptance pass

Use a fictional CAD invoice with a partial payment and final payment. Compare service, issue and payment dates; payer, patient and recipient roles; practitioner and clinic details; amounts, currency, balance and document number. Then correct one field without erasing the original record. The CRA lists information it expects on receipts supporting eligible medical-expense claims; confirm the rules of the intended tax, insurer, funding and professional workflow separately.