Billing Statement Import

Step 1: Upload CSV File

Drop your billing CSV file here

or click to browse

Supports the Statement for Billing batch format

Step 2: Review Parsed Statements

Company/Location	Patient Name	CSV Balance	System Balance	Difference	Status	Action

Only import EXACT matches (recommended)

Unmatched patients will be skipped. Use "Export Unmatched List" to get their balances.

Importing Statements...

Preparing import...

Import Complete!

Detailed Results

Status	Invoice #	Patient Name	Balance	Reason

Manual Billing Entry

For patients that couldn't be imported automatically, enter their billing here.

Patient Search *

Invoice Number *

Invoice Date *

Total Charges *

Balance Due *

Description / Notes

Duplicate Checker

Scan for duplicate invoices AND carry-forward duplicates (same charges appearing under different invoice numbers from TheraBill).

Carry-Forward Cleanup (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.

Processing CSV...

Step 1: Upload CSV File

Step 2: Review Parsed Statements

Patients With Open Balance — Not in CSV

patient(s) will NOT be imported

Link Patient