Works with WellSky
Keep WellSky. Collect family payments with CareVieo Pay.
Export your private-pay invoices from WellSky 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 WellSky.
Export invoices from WellSky
- 1
In WellSky, open the invoice, billing or accounts receivable report you use for private-pay families (names vary by product and version).
- 2
Choose the billing period and the private-pay payers.
- 3
Export the report as CSV, or 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 WellSky 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.