Billing

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...

We're thrilled to announce the release of our latest feature that's set to revolutionize the way you bill your clients and manage your finances within...

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

IMPORTANT: Please be aware that the Billing Plans feature is currently in Beta and is undergoing rapid iterations. As a result, some of the instructio...

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...

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...

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...

Availity is StoriiCare’s preferred clearinghouse partner for clients seeking reimbursement through insurance claims. While StoriiCare pays for your A...

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

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

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

If the insurances you work with are in the U.S. and supported by Availity , you can set up 837 exports in StoriiCare to avoid manually typing in c...

Introduction The 837 file is an electronic claim format used for submitting healthcare service information to payers for reimbursement. It follows t...

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

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...

IMPORTANT: Please be aware that the Billing Plans feature is currently in Beta and is undergoing rapid iterations. As a result, some of the instructio...

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...

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...

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 ...

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

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

How to Access Invoices Bulk Actions on StoriiCare The Bulk Actions feature on StoriiCare enables users to efficiently manage multiple invoices simulta...

Follow these steps to make changes to an unpaid invoice: Locate the invoice you need to make changes to Click on the invoice you want to edit Click th...

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...