Billing· Modules

Balances and payments, at the desk

Look up what a patient owes, every statement, and every payment from your billing system. Take a card or eCheck payment on the spot, with a receipt one click away.

Get startedSee how it works

Take a card payment without opening the billing system?Ultradoc does that.

app.ultradoc.net/billing

Billing

Balances, charges, statements, payments and documents per patient

Ana CastilloMRN: 00-48213Acct: 48213

Balance Summary

Loading balance...

Recent Payments

  • 8/29/2026

    Credit Card • Copay

    $40.00

  • 7/02/2026

    eCheck

    $85.00
Payment of $214.60 processed successfully

Audit log

EventWhoWhen
Viewed patient recordCastillo, AnaDana Reyes9:41 AM
Created patient paymentpatient payment 88231854System9:36 AM

One account, everywhere

Take the front desk for a minute. Find the patient, link the account once, take a payment, and watch the patient's phone keep up.

Try it yourself

Pretend patient, pretend money. 0 of 5 done.

  1. 1

    Find the patient

    By name, MRN, or account number. EHR and billing patients come up together, tagged by source, balance included.

  2. 2

    Link the account, once

    The EHR's MRN is offered as the account number. From then on, the account is part of the chart.

  3. 3

    Read it from the source

    Balance, statement, account holder, charges, and payments, from your billing system. One click reads it again.

  4. 4

    Take the payment

    Full balance or any amount, by card or eCheck. The balance is read again the moment it goes through.

  5. 5

    Watch the patient's phone

    Staff and the patient app share one copy of the account, so the new balance arrives without a refresh.

app.ultradoc.net/billing

Billing

Balances, charges, statements, payments and documents per patient

4 results

  • Theodora BrandtBillingDOB 11/02/1949 · Acct 80412 · $58.00
  • Marta BrandtEHRBillingLinkedDOB 07/23/1983 · MRN 00-81260 · Acct 81260 · $0.00
  • Owen BrandtEHRBillingLinkedDOB 09/03/1996 · MRN 00-90318 · Acct 90318 · $64.20

Bayview GI

Account balance

$342.10

Last statement $342.10 on Sep 30, 2026

Statements

$342.10

Sep 30, 2026 · Dr. Rafael Ortiz

Payments

$15.00

Aug 30, 2026 · Credit Card

$40.00

Jun 18, 2026 · Credit Card

$25.00

Mar 9, 2026 · eCheck

Theo's phone, in the patient app

Statements and receipts, one click

Charges, statements, payments, and documents from your billing system, each a table you can filter, with a PDF behind every row. Try the filter.

app.ultradoc.net/billing

Statements

Statement DateProviderBalanceDownload
9/30/2026Dr. Omar Haddad$509.20
8/31/2026Dr. Omar Haddad$35.00
3/31/2026Dr. Lena Fischer$0.00

Page 1 of 1 — 3 total

Card or eCheck, charged once

Payments go through your billing system from the same screen as the balance. Flip the outcome to see what happens when the payment system can't confirm a charge.

  • Full balance or any amountCollect the whole balance or a partial payment toward a plan.
  • Card or eCheckThe card list shows only the card types your practice accepts. eCheck takes checking or savings.
  • Checked before it's chargedA payment with no billing address on file stops before anything is charged, with a note to update it.
  • Never charged twiceIf the payment system can't say whether a charge went through, the form closes rather than inviting a second try.

Make Payment

Process a payment for this patient's billing account.

Current Balance

$128.00

Last Statement

$128.00

Payment Amount

Card Type

Mastercard

Card Number

5555 5555 5555 4444

Expiration

11/28

CVV

•••
CancelSubmit Payment
Payment of $128.00 processed successfully (Transaction: 88342719)

See how a submission ends

The rest of the billing desk

Small things that keep the front desk out of a second system.

Billing-only patients, brought in

Pick a patient who exists only in your billing system and Ultradoc creates the chart, already linked to the account.

Phone numbers filled in

Linking a chart copies the phone numbers on the billing account into any empty lines, so the front desk has a number to call.

Patient and visit documents

Open the documents your billing system holds for the patient or for a single visit, and download any of them.

Filter every table

Narrow charges by procedure, provider, or insurance, and payments by method or memo, with a running visible total.

Balances and payments by phone

Phone agents tell callers their balance, charges, and statements, and can take a card payment on the call with the recording paused while the card is read.

Permission to charge

Viewing billing and taking payments are separate permissions, so you decide who at the desk can charge a card.

Family accounts

In the patient app, parents and caregivers with family access see a family member's balance and statements too.

Charges captured where the work happens

Orpheus drafts CPT codes from encounter notes, and from billable patient-message threads when you turn it on, for staff review in Work Analysis.

Every payment on the record

Each payment that reaches the payment system is written to the audit log with its method, amount, and outcome.

Payments are permissioned and logged

Only roles you allow can take a payment. Account links, re-links, and every payment are written to the practice's audit log. Card and bank details go to your billing system and are never stored in Ultradoc.

How we protect patient data

Where it connects

Ultradoc reads the account from your billing system and hands it to everyone who needs it, from the front desk to the patient's phone.

Your billing systemBalances and statementsInto Billing
EHR IntegrationMRNs to match accountsInto BillingPatient ChartThe chart to linkInto BillingPatient AppBalances patients can seeFrom BillingPhone AgentsBalances and payments on callsFrom BillingPatient ChartPhone numbers from billingFrom BillingSecurity & AuditEvery payment, loggedFrom Billing

From checkout to statement

How practices use billing in Ultradoc, specialty by specialty.

Dermatology

A balance settled at checkout

At Elm Street Dermatology, a patient asks what's left after a procedure. The desk reads the balance, takes it by card, and downloads the receipt before they reach the door.

Orthopedics

A surgery statement, explained

A patient calls Summit Orthopedics about a statement after a knee scope. Staff open Statements, pull up that PDF, and walk through each charge on the call.

Pediatrics

Parents check the balance

Cedar Pediatrics parents with family access see each child's balance, statements, and payments in the patient app, without calling the office to ask.

Behavioral health

A monthly payment plan

A patient pays a set amount each month by eCheck using Other Amount, and Payment History shows every installment.

Gastroenterology

Before the scope

On procedure day, Bayview GI sees the balance left from the consult visit and collects it at check-in.

Family medicine

A chart from the billing system

A lab-only patient exists only in billing. Northgate Family Medicine finds them in search and opens a linked chart, phone numbers included.

Works with the rest of Ultradoc

Every part of Ultradoc reads from the same live record, so each one makes the others better.

InsuranceAsk the payer what the plan covers and get co-pay, deductible, and out-of-pocket answers back in seconds.Patient AppAppointments, messages, forms, bills, and family accounts in an app your patients will actually open.Phone AgentsAI agents answer your lines around the clock, find the chart, take care of the request, and leave the team a task.Patient ChartEvery encounter, fax, call, message, and form for a patient, gathered into one live record your team shares.

Whatever your practice needs, Ultradoc does that.

Tell us how your practice runs. We'll set Ultradoc up around it and connect it to the EHR you already use.

Get startedHow we protect patient data