Client Bills: Create a Client Bill
This article explains how to create a client bill in Sessions Health from one or more unbilled sessions. You’ll learn where to find unbilled Dates of Service and how to finalize the bill.
ℹ️ You can automate the creation of bills to be created daily or monthly. See our Billing Automation article for more details.
Create a Client Bill
Once you have completed a client session that contains a "Billable Service" with an amount greater than $0, the unbilled session will appear in two different places. You can view the unbilled session in the Unbilled section of the Client Billing page.
You can also view the unbilled session(s) under the client's Billing > Documents tab.
Clicking on the unbilled session will take you to a screen where you can choose the sessions (if there is more than one unbilled session) to add to a bill. Use the top checkbox to check or uncheck all available Dates of Service (DOS) at once.
When creating a bill, you can change the billing responsibility, edit services (by clicking on "..."), change the price, change the co-pay / co-insurance (if billing responsibility is insurance), add comments, and select when the bill is due. Click the Create Bill button to create the bill.