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Topics

  • Getting started
  • Moving to CliniqSync
  • Calendar & appointments
  • Online booking
  • Client self-service
  • Clients & records
  • SOAP notes & AI
  • Invoices & payments
  • Insurance
  • Card payments
  • Services, add-ons & packages
  • Reminders & client emails
  • Reports
  • Your plan & account
  • Security & privacy
  • FAQs & troubleshooting

Insurance

Insurance-ready receipts, direct billing and claim tracking.

  • Insurance-ready receipts Receipts your clients can submit to their insurer as they are.
  • Direct billing insurance for clients Submit claims for clients and track what the insurer pays.
  • Tracking insurance claims ProFollow each claim from submitted to paid, and see coverage left.

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