Lobbie Patient Billing
Patient Billing puts orders, invoices, subscriptions, cards on file, and every payment attempt in the same place as the visit itself. Collect the card with the intake packet. Bill before the patient leaves. See exactly where every dollar stands.
The problem
Patients are most willing and able to pay while they are standing in your clinic. Once they walk out, the probability of collecting drops with every passing day, and balances that age past ninety days often take statements, phone calls, and outside help to recover. You did not open a practice to run a collections operation.
You already know how Lobbie solves the paperwork half of this problem: 91% of Lobbie forms are completed before the patient arrives. Patient Billing extends the same idea to money. Settle the payment details before the visit, collect before the patient leaves, and chase nothing.
Before the visit
A Lobbie form can capture payment details alongside consents and history, so the card is on file and ready to charge before the appointment starts. Many clinics collect it when the appointment is booked.
At the visit
One button, the services on the order, the card already on file. The payment happens while the patient is still in the building, not weeks later from a mailed statement.
After the visit
Every payment lands in the ledger, tied to its invoice and timestamped, with who ran it and at which location. If something is still owed, it is flagged, not forgotten.
Before the visit
Lobbie built its name on getting paperwork done before the patient arrives. Payment details can be part of that same packet. A Lobbie form collects the patient's card up front, and some clinics collect it before the appointment is even scheduled.
When the patient walks in, the front desk sees a stored card, a primary payment method, and a Bill Patient button. Nobody fumbles for a wallet at checkout, and nobody makes an awkward phone call next week.
At the visit
Open any patient and the money story is right there. What is overdue, what is due today or coming up, the total balance including future invoices, and everything they have paid, net of refunds. Each number links straight to the invoices behind it, and the Bill Patient button sits right beside them, so acting on what you see takes one click, not a trip to another system.
The system
Patient Billing gives your team the same five views at the account level and inside every patient profile, so the front desk, the owner, and the biller are all looking at the same truth.
Each order with its status, total, patient, creator, and location. The starting point of every dollar you bill.
Totals, amounts still due, and due dates on every invoice. Overdue invoices are flagged in red the day they slip.
Start dates, next billing dates, and day-level overdue aging. A subscription that is one day behind says so.
Every attempt, succeeded or failed, tied to its invoice and payment method. See every failed charge in one glance and work the list, with retry from the record.
Every payment and refund, timestamped, tied to its invoice, with who recorded it and at which location. The record your bookkeeper wishes every system kept.
Services, supplies, and packages with codes, color-coded categories, and taxable set per item. Every invoice comes out the same, whoever builds it.
For membership clinics on Lobbie EMR
For clinics running memberships, hormone programs, or medical weight loss, the subscription is the patient relationship, and the most important screen in billing is the one that shows which subscriptions have been processed. Patient Billing shows every subscription with its next billing date and day-level overdue aging, so a payment that has not come through cannot hide.
On Lobbie EMR, billing talks to the clinical side. When a subscription payment is made, Lobbie automatically creates the prescribing task, so no paid member waits because somebody forgot to check a spreadsheet. And failed charges do not hide in a processor dashboard: the Payment Attempts view shows every failed payment in one glance, and that list is exactly what your team works from.
Proof
Patient Billing is not a startup's first product. It is the newest part of Lobbie, the platform behind intake, scheduling, and clinical work at practices from single locations to multi-location networks.
Questions
No. Patient Billing is available on every Lobbie plan. Clinics that use Lobbie Paperless for intake forms or Lobbie Pro for forms and scheduling can bill patients without changing anything else about how they run.
Yes. A Lobbie form can collect payment details as part of the pre-visit intake packet, so the card is stored on file and ready to charge before the patient arrives. Many clinics collect the card at the same time the appointment is booked.
Orders, invoices, subscriptions, a payment ledger, payment attempt history, patient cards on file, and a catalog of services, supplies, and packages with codes, categories, and per-item tax settings. Every patient profile summarizes overdue, due, total balance, and paid amounts.
Every payment attempt is recorded against its invoice as succeeded or failed, and subscriptions show day-level overdue aging. The Payment Attempts view shows every failed charge in one glance, so your team works from that list and can retry the charge from the record.
Yes. Subscriptions run on weekly, monthly, or annual cadences with discounting supported. On Lobbie EMR, a completed subscription payment automatically creates the prescribing task for at-home programs.
Yes. Patient Billing is part of the Lobbie platform, which is HIPAA compliant, so billing lives alongside forms, scheduling, and clinical records instead of in a separate consumer payment tool.
Book a demo and we will walk through Patient Billing the way your clinic would actually use it, from the intake packet to the ledger.
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