Generating insurance compliant Receipts

If you have a subscription plan that includes the Insurance Receipts feature, all receipts will display the following information that is not included on standard receipts. Clients paying with a flex or HSA card will be able to present a detailed receipt to their employer or insurance company. This feature works retroactively, meaning once the feature is activated, all previous receipts will also display this information.

  • Service Date and Time
  • Service Provider's Name
  • Service Provider's State License Number
  • Service Provider's Unique NPI Number


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