Billing and reports
Superbills, payments and the month's numbers, from the record you already keep
Superbills that fill themselves in from signed notes, a financial summary by month and by procedure code, a treatment log that catches missing notes, and card payments into your own Stripe account.
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The money and the clinical record should tell the same story
A visit is signed in one place, charged in another and written up for the patient's insurer in a third. When they live apart, it is hard to know what was billed, what was paid and which notes are still missing. In Zento they all come from the same visits.
What is included
The billing side of the practice, in order
Superbills
Built from signed notes: procedure codes with modifiers and units, diagnoses with pointers and your fees, numbered and locked once issued.
Your fee schedule
Set your fee for each procedure code once. Superbills and the summary use it.
Financial summary
Signed visits, charges at your fees, the amount superbilled, card payments, refunds and net, by month and by code.
Treatment log
Every visit in a period with the state of its note, so a missing or overdue note shows up early.
Card payments
A card saved at booking and charged after the visit, paid into a Stripe account in your name.
Export
The summary and the log export to CSV that opens cleanly in Excel, ready for your bookkeeper.
Superbills
From the signed note to the patient's insurer
Sign the visit notes
Each signed note carries the procedure codes and diagnoses for that visit. Coding problems are flagged before you sign.
- Procedure codes with modifiers and units
- ICD-10 diagnoses with pointers
Choose the visits
Pick a date range and the superbill fills itself in: codes, units, diagnoses, your fees, and card payments for those dates as paid.
Hand it to the patient
Download the PDF and pass it on. The patient sends it to their own insurer for out-of-network reimbursement, and it counts in your summary.
Summary
A month you can read at a glance
Signed visits, charges at your fees, what was superbilled, card payments, refunds and net, month by month and by procedure code, for any period up to a year.
- Signed visits and charges at your fees
- The amount superbilled, card payments and refunds
- Net for each month
- By month and by procedure code
- Any period up to a year
- Failed card charges listed for a retry; export to CSV
Treatment log
Gaps in the record, before anyone else finds them
The treatment log is built from the visits and notes already in Zento:
- Every visit in the period with the state of its note: signed, draft or missing
- Who signed each note and how many days it took
- Notes unsigned after seven days flagged
- Completed visits with no note flagged
- The procedure codes for each visit
- The superbill number, once one is issued
- Export to CSV
From a single visit to the month's report
Step 1 of 6
Codes on the signed note
Procedure codes are checked against your one-on-one minutes before the note is signed, so the superbill starts right.
All names and details in these illustrations are made up.
How billing connects to the rest of Zento
A service can save a card at booking, and the visit is charged afterwards from the same appointment.
Online booking →
Signed notes in the patient file are what superbills and the treatment log are built from.
Patient file →
Signed notes and issued superbills are locked, part of the same approach to keeping records intact.
Security and privacy →
Billing and reports by plan
Frequently asked questions
What is on a superbill?
Your name, NPI, license, tax ID, address, phone and the acupuncturist taxonomy code; the patient's details, health plan, member ID and relationship to the insured; and for each visit the date, place of service, CPT codes with modifiers and units, ICD-10 diagnoses with pointers and charges, with totals charged, paid and due.
How does the patient get the superbill?
You download it as a PDF and pass it on. The patient submits it to their insurer for out-of-network reimbursement.
Can I set my own fee for each code?
Yes. Set your fee for each procedure code once, in billing settings. Superbills and the financial summary use it.
Do you submit insurance claims for me?
No. A superbill is what the patient sends their own insurer. Nothing is submitted to a payer on your behalf.
Are cash and check payments included?
Yes, once you record them. Record a payment taken by cash, check, a card terminal or a transfer on the patient's billing tab or the appointment, and a numbered receipt is created for you to download and give the patient. Recorded payments count in the financial summary next to card payments through Stripe. On a superbill you can add them to the amount paid.
Can I take payment when the patient books?
A service can require a card at booking. Stripe saves it without charging, and the visit is charged afterwards: automatically, after your approval, or when you choose. Late-cancellation and no-show fees are charged to the same card.
Is this accounting software?
No. It keeps the clinical side of billing in order and exports to CSV, so your bookkeeper or accountant gets clean numbers.
Which plans include it?
Superbills, the financial summary and the treatment log are on every plan. Card payments, refunds and no-show fees are on Growth and Pro.
More features that work together
Each feature is useful on its own. The real value comes when they connect: a profile that brings patients in, inquiries that become appointments, and appointments that bring reviews.
Professional profile
One page that shows your practice, your training and how you work.
Learn more
Digital presence
More ways for patients to find your practice.
Learn more
Reviews and trust
Verified reviews from people who confirmed their email.
Learn more
Inquiries in one place
Every message that comes in, tracked, so none of them is missed.
Learn more
Online booking
Clients pick a time that is genuinely free and book it themselves.
Learn more
Automatic reminders
Reminders go out before every appointment without you sending them.
Learn more
Client records
Everyone you see, their history and their notes, in one place.
Learn more
Patient file
Signed visit notes, treatment goals, documents, patient details and a timeline in one encrypted file, with an access log and a PDF export of the file.
Learn more
Outcome measures
Send PHQ-9, PHQ-8, GAD-7 or PEG by link. The patient answers on their phone, the score is calculated as published, and the trend sits in their file.
Learn more
Letters and e-signature
Attendance notes, treatment summaries, medical necessity letters, referrals and consent forms, locked as PDFs on your letterhead and signed by the patient remotely.
Learn more
Security and privacy
Two-step verification, control over logged-in devices, automatic logout, lockout after failed attempts, and record-level encryption of clinical records.
Learn more
The practitioner app
Install your dashboard on your phone, tablet or computer from the dashboard itself, with no app store, and subscribe to your appointments from the calendar you already use.
Learn more
Open your account
Growth and Pro begin with 21 days free. We store a card to start the trial and charge nothing today.
- Verify your email address with a one-time code
- A 21-day trial on Growth and Pro
- Cancel any time from your dashboard
Close the month without hunting for numbers
Start a 21-day trial and keep superbills, payments and the month's numbers in one place.
21 days free on Growth and Pro · cancel any time