Payments & Billing for Health and Wellness Practitioners
Get paid quickly, professionally, and without the paperwork headaches.
Here’s the truth: getting paid should be the easy part of running your practice. Yet for so many health and wellness professionals, billing turns into a tangled mess of chasing invoices, juggling insurance codes, and reconciling payments across sessions. Ruana’s payments and billing system changes all of that. From the moment a client books to the moment you’re paid, every step is smooth, simple, and fully tracked.
A Payments Flow That Just Makes Sense
Your clients are busy people. They don’t want to fumble with paper receipts or wait at the front desk while you figure out the checkout process. And honestly, neither do you. Ruana’s payment flow is designed with both of you in mind—clean, intuitive, and done in just a few clicks. Collect payment, generate an invoice, and send your client off with everything they need. That’s it.
Fast, Intuitive Checkout in Just a Few Clicks
No one became a practitioner because they love checkout screens. That’s why Ruana’s payment flow is built to be as effortless as possible. From your schedule or client record, you can collect payment and issue an invoice in just a few taps. Clients walk away with a clean, professional receipt—and you get back to doing what you do best.
- Process payments directly from the appointment or client record
- Clients receive a professional invoice or receipt automatically
- Minimal clicks from billing to done—no complex menus or extra steps
Build the Perfect Invoice, Superbill, or Receipt for Your Practice
Every practice is different, and your billing documents should reflect that. Ruana gives you a fully customizable invoice builder where you control exactly what appears—add, remove, or require any field to match your workflow and your clients’ needs. Whether you need a standard invoice, a detailed superbill for reimbursement, or a simple receipt, Ruana has you covered.
- Add or remove fields from invoices, superbills, and receipts
- Mark specific fields as required to ensure complete documentation
- Professional formatting that reflects well on your practice
Insurance-Ready Billing Codes Built Right In
Insurance billing doesn’t have to be a chore. Ruana comes preloaded with standard insurance-ready codes so you’re not starting from scratch. Need to add your own codes for specialized services or regional regulations? No problem—Ruana lets you create and save custom codes that are always available when you need them.
- Pre-installed insurance billing codes ready to use immediately
- Add custom codes to match your specialty or local regulations
- Codes are available across invoices, superbills, and billing records
Favorite Your Most-Used Codes for Faster Billing
If you’re like most practitioners, you use the same handful of billing codes day in and day out. So why scroll through a long list every single time? With Ruana, you can mark your most-used codes as favorites and they’ll always appear at the top—ready to go the moment you need them. Less clicking, more doing.
- Mark any billing code as a favorite for instant access
- Favorite codes appear first in your billing workflow
- Save time on every session without hunting through code libraries
Separate Invoices for Insurance and Out-of-Pocket Charges
When a client pays partially through insurance and picks up a product or additional service out of pocket, billing can get messy fast. Ruana keeps things clean by automatically generating separate invoices—one for insurance-covered services and another for anything that falls outside the plan. Your clients stay informed, and your records stay organized.
- Automatic split invoicing for insurance vs. out-of-pocket charges
- Clients receive clear, itemized documentation for both
- Eliminates billing confusion for mixed-payment appointments
Track Every Payment, Membership, and Package in One Place
Want to know who’s paid and who hasn’t—without digging through spreadsheets? Ruana’s payment tracking gives you a complete picture of every transaction, membership, package redemption, and outstanding balance across your entire client list. Run a quick report and you’ll see exactly where things stand. And when a refund is needed, process it right in the system—it gets recorded automatically.
- Full visibility into payments, balances, memberships, and packages
- Run reports to see who has paid and who still owes
- Process refunds directly in Ruana—automatically tracked in the client record
Why Ruana’s Billing Tools Make a Real Difference
User-Friendly
Ruana’s payment interface was built for practitioners, not accountants. The streamlined design means you spend less time on admin and more time with your clients—exactly as it should be.
Fully Customizable
No two practices are the same, and your invoices shouldn’t be either. With Ruana’s invoice builder, you decide what information appears, what’s required, and how everything is formatted—for every document type you use.
Insurance Ready
Whether you’re billing insurance directly or providing clients with superbills for reimbursement, Ruana’s pre-loaded billing codes and split invoicing features make the process straightforward and compliant.
Complete Financial Clarity
With payment tracking, refund recording, and detailed reporting all in one place, you always know exactly where your practice finances stand. No more guesswork, no more missed payments slipping through the cracks.
Get Set Up in Minutes and Start Getting Paid with Ruana Today
Getting started with Ruana is fast and straightforward. Our team is ready to help you set up your billing workflow, migrate from another system, or get everything running from scratch. Choose the plan that fits your practice, and Ruana will grow right alongside you.