Works with AxisCare
Keep AxisCare. Collect family payments with CareVieo Pay.
Export your private-pay invoices from AxisCare as a CSV file and upload them to CareVieo Pay. Families get a secure link to pay by bank or card, and payments post to QuickBooks Online. CareVieo isn’t affiliated with AxisCare.
Export invoices from AxisCare
- 1
In AxisCare, open your invoice or billing report for the period you bill families (menu names vary by version).
- 2
Filter to private-pay clients if your report includes other payers.
- 3
Export the report as CSV (if you only see Excel, export to Excel and save it as CSV).
- 4
Save the file to your computer. Then upload it to CareVieo Pay under Billing → Import invoices.
Screenshot coming soon
We’ll add a picture of the AxisCare export screen here.
Upload to CareVieo Pay
In CareVieo Pay, open Billing → Import invoices, choose your file and check the column matches. Save the mapping once; next month a file with the same columns is matched for you. Nothing is sent to families until you review the drafts.