You can accept and manage client payments as a private-pay practice in Upheal. You can log any payment method and track every transaction in one place.
Payments features are available on the Premium plan. Premium costs $1 per session with a $69/month cap. See Upheal pricing for full details.
Note: For now, Payments features are available only to providers in the U.S. and Canada.
What you can do with Payments in Upheal
Log any payment method: card, cash, check, Venmo, Zelle, or any other external payment
Apply partial payments and carry the remaining balance forward automatically
Split one payment across multiple invoices at once
See each client's balance at a glance, including unallocated payments and any credit on their account
Apply credit to any open invoice
Generate receipts and refund confirmations for clients automatically
Pull a full client statement at any time, suitable for FSA reimbursement, out-of-network insurance claims, and year-end tax records
Insurance billing will be supported soon!
What you'll need
To create an invoice for a client, the client needs to have an email address saved in Upheal and a session assigned to them.
Stripe
Stripe is not required to use billing in Upheal. You can create invoices, record payments, and manage client records without it.
If you want to accept card payments online through Upheal and track those transactions automatically, you'll need to set up a Stripe account. Stripe is the secure service we use to process online card payments.
Stripe's processing fees
Stripe's processing fees apply only to card payments made online.
For providers in the United States: 2.9% + $0.30 per transaction
For providers in Canada: 2.9% + C$0.30 per transaction
Billing and the AI Assistant
You can ask the Assistant to check a client's current balance, go to their billing screen, or walk you through recording a payment. The Assistant won't collect payment on its own. Anything that involves charging a card or sending a payment request requires your confirmation first.
Group practices
If you run a group practice, you can create invoices, charge clients, and record payments on behalf of any provider in your practice. You can also generate superbills and statements for their clients, all from your own account.
How do I get started?
To start managing payments in Upheal:
Go to Payments in the menu on the left.
Click Settings in the top right.
Click Add business details and enter your business information.
Set your default billing currency.
Set when unpaid invoices are considered overdue in your records.
Customize how service line items appear on invoices.
If you want to accept payments online, you'll also need to set up your Stripe account. Stripe is the secure service we use to manage online payments.
To learn more about using Payments in Upheal, see: