Billing

Getting your billing set up correctly in StoriiCare involves a few processes that our team supports, but ultimately require your input and sign-off. U...

At StoriiCare, we use Stripe to facilitate seamless payment processing for our clients. This guide outlines what you need to know about onboarding w...

On StoriiCare there is a toolset for personalizing your email templates to send invoices, enhancing the overall communication experience as branded em...

StoriiCare Billing lets you invoice private payers and insurers, record payments and keep your finances in one place. This guide gives an overview of ...

A rate may be any billable item that is tracked by time increments (e.g. 15-minute units of rate, full/half-day attendance, or monthly subscriptions)....

'Billing Plans' is a feature within StoriiCare's Billing section, designed to empower users with the ability to generate invoices quickly using pre-se...

Adding Fixed Fees and Discounts to Billing Plans on StoriiCare Managing billing plans efficiently is crucial for seamless invoice generation. StoriiCa...

Adding a new payer on StoriiCare billing is a simple process. Navigate to the Payers tab within StoriiCare billing. Select the 'Create New Payer' butt...

This article will cover: How to create a new Payer How to assign a Payer to a Service User/Participant How to make a Payer default If your Payer doesn...

The Services feature allows invoice charges to be split between specified or default Payers. This is useful when an invoice is shared between two fami...

Ensuring a participant is correctly configured for billing is a vital step in your onboarding process. Follow this checklist to ensure accurate invoic...

The Services feature automatically pulls your local currency from Business Settings. If this needs to be updated: Go to Business Settings Click on Acc...

Introduction The Authorisations feature in StoriiCare provides a live feed of service usage, making it easier to manage resource limits and ensure...

Invoice Metrics in the Billing section give you a quick view of your invoicing activity, such as total invoices and paid and unpaid amounts. The metri...

To create an invoice on StoriiCare Billing, select the 'Invoices' tab within the Billing feature. Select the 'Create New Invoice' button at the top of...

Private payers automatically receive invoice receipts after making a payment, so both participants and their families have a clear record of transacti...

StoriiCare allows you to edit invoices both before and after they have been generated. This article explains both workflows and covers the fields avai...

Use this article to learn how to preview and generate invoices directly from a billing plan in StoriiCare. From the StoriiCare dashboard, navigate to ...

Follow these steps to make an unpaid invoice void: Locate the invoice you need to void Click on the invoice you want to void Click the three dots (......

From Billing, click on Invoices Click on the invoice you need to export Click the three dots (...) on the right side of your invoice Select Export P...

The Payouts tab in Billing shows every payout for payments processed through StoriiCare, along with the related invoices for each payout. It simplifie...

Adding a payment to an invoice in StoriiCare is a straightforward process. This support article guides you through each step to ensure a smooth transa...

Adding saved payment methods to a Payer profile on Billing is simple and can be configured under the Billing feature. Follow the steps below to ensure...

StoriiCare enables clients to track payments against specific invoices and charges within the Billing section. Payments can be made online (paid t...

At StoriiCare, our goal is to make every payment smooth and secure for our clients. In this Payment Processing Policy, we’ll walk you through how fees...

If a payment has been applied to the wrong invoice, or a payer's account needs correcting, you may need to unreconcile the payment rather than void it...

StoriiCare allows you to track all activity related to payments, including when payments were created, modified, or deleted, and by whom. This audit t...

From Billing, click on Invoices Locate the paid invoice you want to reconcile and click on it Click the three dots in the right-hand corner of your i...

StoriiCare's Billing section now features a Balance Summary available on the Payers tab. This enhancement provides users with a detailed breakdown of ...

To void a payment, follow these steps: From Billing, click on Payments Locate the payment that needs voided and click on the three dots (...) Click ...

Important: We recommend Stedi, which is fully connected to StoriiCare. Availity is not directly connected to StoriiCare, so to use Availity (or any ot...

The 835 Electronic Remittance Advice (ERA) provides detailed information about processed claims, including payment amounts, adjustments, and payer d...

The 837 file is an electronic claim format used for submitting healthcare service information to payers for reimbursement. It follows the HIPAA-com...

StoriiCare can generate 837 claims for U.S. insurers, so you don't have to type claims into each payer portal. Billing gets faster and more accurate. ...

Stedi is StoriiCare's preferred clearinghouse partner. Stedi serves as the modern, API-first healthcare clearinghouse platform that simplifies eligib...

This article walks you through selecting invoices, submitting them as claims for reimbursement, and tracking their status from the Claims tab. Open th...

Managing billing and remittance has just become a lot easier. StoriiCare now supports the uploading of 835 Electronic Remittance Advice (ERA) files, a...

If a claim has been denied or rejected , you can quickly resubmit it from the Claims section in Billing. This allows you to correct issues and send...

Eligibility Checks in StoriiCare help you verify a participant’s insurance coverage, benefits, and service eligibility directly from the Billing s...

HHAeXchange is a popular Electronic Visit Verification (EVV) platform used by Medicaid-funded home care providers. StoriiCare offers a built-in expor...

Billing Reports help you track what’s owed, who owes it, and what’s been paid — all in one place. These reports are designed to make reconciliation an...

The Payouts Report allows you to download transaction data related to invoice payments. This is useful for reconciliation, accounting, reporting, an...

StoriiCare allows you to export multiple payout transactions at once into a CSV file. This is useful for financial reconciliation, accounting review...

The Services Report provides a detailed overview of your service configurations, including service settings, billing conditions, and assigned partic...

StoriiCare provides several invoice export options to help organizations generate billing files and submit claims for reimbursement. These export form...

The Billing Plans Export feature in StoriiCare allows administrators to download a detailed spreadsheet of all billing plans assigned to service users...

Connecting StoriiCare to Xero: A Step-by-Step Guide Integrating StoriiCare with Xero can streamline your invoicing process, ensuring efficient financi...

Connecting StoriiCare to QuickBooks: A Step-by-Step Guide Integrating StoriiCare with QuickBooks can streamline your invoicing process, making it easi...

At current, StoriiCare does not directly interface with any accounting systems. However, we do recommend using our exports from our Day Care Register ...