Import billing statements from CSV batch files and match to patients
Drop your billing CSV file here
or click to browse
Supports the Statement for Billing batch format
TheraBill's statement file lists only clients who still owe. When a client is paid off in TheraBill they drop out of the file, so their older statement here stays open. These are open balances whose client is not in the last file you uploaded. Check each one in TheraBill: if it shows $0.00, close it here. If you uploaded a shorter date range, clients outside that range show up too, so keep those open. Nothing closes by itself.
For patients that couldn't be imported automatically, enter their billing here.
Scan for duplicate invoices AND carry-forward duplicates (same charges appearing under different invoice numbers from TheraBill).
TheraBill re-issues the same unpaid balance each cycle under a new invoice number, so a patient's balance gets counted multiple times (e.g. 4× $65 = $260). This finds groups of line-for-line identical open statements (same service dates, codes, charges & balance) and keeps only the latest. Scan first — nothing changes until you confirm.