Billing
Get paid faster, with cleaner records.
Send an invoice in a click. Let clients pay by tapping a link in a text. Set autopay once and stop chasing. Charge the right rate for the right clinician without keeping a spreadsheet on the side of the monitor. Built for cash-pay and out-of-network practices.
What it does
The work of getting paid, in one place.
Invoices the way the practice actually invoices
Per session, per period, or in batches. Clinicians invoice their own self-pay clients; practice admins can invoice across the whole practice. Voiding an invoice is an admin decision, not a clinician one.
Payment links the client can tap
Every invoice and every session can generate a secure payment link, sent by email or text. Clients pay in seconds, on their phone, without logging into anything.
Autopay, set once
A client saves their card; Praxnote charges it after each session. The charge runs in the background — you and your client never wait on a spinning wheel — and if a card fails, the system tells you, not the client mid-checkout.
Different rates for different clinicians
Set a default rate for the practice and override it per clinician when their license, experience, or contract calls for a different number. The right rate applies to the right session, every time. The spreadsheet on the side of the monitor can go.
A clear view of who owes what
See outstanding balances at a glance — across the whole practice, by clinician, or by client. Sort by how long a balance has been outstanding. Send a payment-link nudge, set up autopay, or export the list for your accountant.
Attendance and AI use, on the same dashboard
See utilization by clinician and AI draft usage by clinician or by skill, alongside the billing numbers. The reports your monthly admin meeting actually asks for, ready when you sit down.
Who can do what
The right hands on the right work.
Billing is sensitive. Praxnote enforces who can do what at the server, not just in the interface — so the rules can't be worked around. The picture below is what gets recorded in the activity history every time.
| Role | Create invoice | Send invoice | Void invoice | View invoices |
|---|---|---|---|---|
| Clinician | Their own self-pay clients | Yes | No | Their own clients |
| Practice admin | Anyone in the practice | Yes | Yes | Practice-wide |
Honest about the niche
Built first for cash-pay and out-of-network.
Praxnote's billing is excellent for the practice that doesn't depend on insurance — cash-pay, out-of-network, sliding-scale. We're honest about what it does not yet do: in-network claims, ERA posting, eligibility checks, denial management, prior authorizations. Those are on the long-term roadmap; they aren't in the product today. If your practice depends on them, Praxnote isn't the right choice yet.
- Stripe handles the card processing at Stripe's rates — Praxnote adds nothing
- Practices that handle payments outside the platform can still track invoices inside it
- Superbills generate cleanly for clients who want to submit their own claims to insurance
- Sliding-scale and pro-bono sessions are handled directly, not as workarounds
See it on a real session
From a session to a paid invoice in five minutes.
On a walk-through we'll generate an invoice from a real (or sample) session, send a payment link, set up autopay, and look at the outstanding-balance view. Most practices say billing is the reason they migrated.