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Streamline Your Revenue Cycle

Get paid faster with integrated billing, online payments, and automated claims management

Billing That Works for Your Practice

Whether you’re insurance-based, cash-based, or hybrid, Proactive Chart’s billing tools help you get paid faster. From claim submission to patient payments, everything flows smoothly.

Billing Dashboard Track outstanding balances, recent payments, and billing status at a glance


Key Features

Cash Billing & Superbills

Perfect for cash-based practices or patient responsibility amounts. Create professional invoices, process payments, and generate superbills for patient insurance submission.

Cash billing features:

  • Professional invoice generation
  • Online payment processing
  • Superbill creation for insurance
  • Package and prepaid visit tracking
  • Payment plan management
  • Receipt generation

Insurance Claims Management

Submit claims directly from patient documentation. Real-time eligibility verification and automated claim scrubbing catch errors before submission.

Claims capabilities:

  • Electronic claim submission
  • Real-time eligibility checks
  • Claim status tracking
  • Denial management workflow
  • ERA/EOB posting
  • Clearinghouse integration included

Online Patient Payments

Make it easy for patients to pay. Accept credit cards, ACH transfers, and HSA/FSA payments through the patient portal or at checkout.

Payment options:

  • Credit and debit cards
  • ACH bank transfers
  • HSA/FSA payments
  • Apple Pay and Google Pay
  • Payment plans
  • Automatic recurring payments

Real-Time Eligibility Verification

Verify insurance coverage before the patient arrives. Know copays, deductibles, and remaining benefits upfront to set accurate expectations.

Eligibility features:

  • Real-time verification
  • Benefit detail display
  • Coverage history
  • Authorization requirements
  • Deductible tracking
  • Co-pay/co-insurance display

Package Management

Sell visit packages, memberships, or wellness programs. Track prepaid visits and automatically apply them to appointments.

Package features:

  • Multi-visit package creation
  • Membership programs
  • Automatic visit deduction
  • Expiration tracking
  • Package reports
  • Upsell opportunities

Financial Reporting

Know your financial health with comprehensive reporting. Track collections, analyze payer performance, and identify revenue opportunities.

Reports include:

  • Collections by period
  • Payer analysis
  • Aging reports
  • Provider productivity
  • Service line analysis
  • Cash vs. insurance breakdown

Benefits for Your Practice

Get Paid 30% Faster

Online payments, automated reminders, and efficient claims processing mean faster cash flow for your practice.

Reduce Claim Denials

Real-time eligibility verification and claim scrubbing catch errors before submission, reducing denials and rework.

Simplify Patient Payments

Patients can pay anytime through the portal. Automatic receipts and statements reduce billing inquiries.

Clear Financial Visibility

Know your numbers with real-time dashboards and comprehensive reports. Make informed decisions about your practice.


PT-Specific Billing Features

8-Minute Rule Compliance

Automatic calculation ensures compliant billing for timed codes. Never guess about how many units to bill.

Modifier Management

KX, GP, and other PT-specific modifiers are handled automatically based on your documentation.

Therapy Cap Tracking

Monitor patients approaching benefit limits. Proactive alerts help you manage care transitions.


Ready to Improve Your Revenue Cycle?

Join practices that have reduced days in A/R and increased collections with smarter billing tools.

Start Your Free 30-Day Trial - No credit card required

Questions? Email us at [email protected]