Billing (Associate Handbook)

This folder is the associate-facing source of truth for billing procedures.

Start here

• ./01_Billing_Clients_Admin_Responsibilities.md — Head & Heart admin bills clients (invoices, credit cards, Interac e-transfers, and insurance direct billing).
• ./02_Direct_Billing_To_Insurance.md
• ./03_Failed_Card_Decline_Associate_Role.md
• ./04_Late_Cancel_NoShow_Scripts.md
• ./05_Third_Party_Payer_NonInsurance.md
• ./06_Invoicing_HH_Procedures_Manual_Aug_2025.md — how to invoice Head & Heart, pay periods, required invoice fields, and expectations.
• ./07_Invoice_Example_and_Common_Mistakes.md — example invoice + common mistakes (use after reading the invoicing procedure).

What belongs here vs Internal Ops

• Associate Handbook / Billing: procedures associates must follow (written for associates to read).
• Internal Ops / Billing: internal admin workflows (collections, tracking, payout mechanics, Jane reporting).