Billing & Claims

Turn billing, claims and payments into one connected workflow.

Create medical-aid-ready invoices, submit Medical Aid and IOD claims, and let payments allocate automatically.

1. Submit claims without leaving the invoice

Create medical-aid-ready invoices and submit Medical Aid and IOD claims directly from PractoSync, keeping billing and claiming in one connected workflow.

2. Let payments allocate themselves

Medical aid ERA payments are automatically matched and allocated against the relevant invoices, reducing reconciliation and manual payment allocation.

3. Take card payments without recapturing anything

Send the amount directly from PractoSync to your integrated Yoco terminal. Once payment succeeds, PractoSync records and allocates it automatically — no entering the amount twice and no allocating the payment afterwards.

Tap. Paid. Allocated. Select the amount in PractoSync and let the patient tap — no retyping the amount on the terminal and no finding the invoice afterwards to allocate the payment. One connected transaction, recorded and allocated automatically.

Why practices choose PractoSync billing

For your patients

Tap and pay in seconds: the amount goes straight from PractoSync to the card terminal, with nothing retyped at the counter.
Secure payment links: settle outstanding amounts remotely through integrated payment partners, with successful payments recorded against the account.
Professional invoices, receipts and statements: consistent documents with the relevant account, practitioner, medical aid, treatment and payment information.
Clear balances: statements separate the medical aid portion from the patient portion, so patients always know exactly what they owe and why.

For your practice

Medical-aid-ready invoicing: practitioner, patient, medical aid, tariff/NAPPI and ICD-10 information captured on the invoice, with the medical aid and patient portions distinguished from the start.
Medical Aid & IOD claim switching: submit claims electronically from the same platform where the invoice was created — no separate claiming application and no re-entering invoice information.
Claim responses where you need them: see whether claims and individual items were processed, rejected or returned with warnings, so staff deal with exceptions instead of checking every claim.
ERA reconciliation and automatic allocation: medical aid payments are received electronically and allocated against the correct invoices — the payment is connected back to what was actually billed.
Integrated Yoco payments: select the amount, let the patient tap, done — recorded and allocated automatically.
Patient and medical aid balances stay separate: know exactly what is still owed by the patient and what is outstanding from the medical aid.
See what is actually outstanding: open invoices and 30/60/90/120+ day ageing make it easy to focus collection efforts where they are needed.
Financial reporting without spreadsheets: track invoicing, payments, allocations, sales and outstanding balances directly from the practice workflow.

Let payments allocate themselves so your team doesn't have to.

From invoice to payment, without the admin in between.

Laptop on a desk with green plants

Online booking

Say goodbye to scheduling conflicts and long phone calls! With PractoSync’s online booking feature, your patients can effortlessly schedule appointments at their convenience. This streamlined process not only enhances patient satisfaction but also minimizes administrative burdens. You can manage your calendar in real-time and receive instant notifications for new bookings or changes. This means less time spent on the phone and more time dedicated to your patients. Enhance your practice’s efficiency and improve patient engagement with our easy-to-use online booking system, designed specifically for modern medical practices.

Notebook and pen for clinical note taking on a desk

Clinical notes capturing

Our note-keeping functionality is designed to simplify patient documentation for medical experts. With this feature, you can effortlessly take notes during patient consultations, ensuring accurate and real-time record-keeping. The platform allows you to export notes for easy sharing or offline access and even summarize them for quick overviews. Additionally, you can create and use fully customizable templates tailored to your practice’s unique needs, streamlining your workflow and saving time. Stay organized, efficient, and focused on providing the best care to your patients with this versatile tool.

Laptop, tablet and phone on a practice manager's desk

Billing made easy

With PractoSync, billing becomes a hassle-free experience. Our platform automates billing processes, ensuring that invoicing is accurate and timely. Track payments, manage outstanding invoices, and generate financial reports with ease. You can customize invoices to reflect your branding, making them professional and clear for your patients. Additionally, our integrated claims submission feature takes the guesswork out of working with medical aids, allowing for faster reimbursements. Say goodbye to billing headaches and let PractoSync simplify your financial management so that you can concentrate on what matters most—your patients.