What’s New – August 2025
We’ve launched a new payment management system to make billing and subscription changes simpler, clearer, and more flexible.
Highlights:
- Payments are applied to each invoice (not a general account balance).
- Change plans mid-month right from View/Pay Invoices.
- Manage Payment Methods: add, set default, or remove in a few clicks.
- New customers: first month is no longer prorated; cycles start on your sign-up date; EFT/eCheck requires quick bank verification.
View/Pay Invoices
The View/Pay Invoices page is your central hub for managing billing with Claim.MD. From here, you can review invoices, update recurring payment methods, and make one-time payments.
- Open the View/Pay Invoices page from the left-hand navigation panel.
What changed? Payments are now made directly to each invoice. This makes it easier to see exactly what’s paid and what’s due—no more guessing about an overall account balance.
Invoice History
- Review past invoices in the Invoice History section.
- Click the blue button to see full details.
Use View Invoice to open the full invoice details.Understanding Invoices
- Transaction Fees: Per-transaction charges for claims and ERAs, when applicable.
- Subscription Fee: Your recurring monthly or annual subscription charge.
- Tax ID Fees: Additional fees for plans billed per Tax ID, if applicable.
Additional Invoice Details
- Show Associated Tax ID: View Tax IDs tied to your account (for Tax ID–based plans).
Managing Your Plan
You now have greater flexibility in how you manage your subscription:
- Change your plan mid-month — no need to wait for your cycle to end.
- Start plan changes from View/Pay Invoices — adjust your plan in the same place you handle billing.
Tip: After changing plans mid-month, your next invoice reflects any proration adjustments automatically.
Managing Payment Methods
Use the Manage Payment Methods button to add, update, or remove payment options.
On this page, you’ll find:
- Your current subscription plan
- Your subscription renewal date
- The payment method on file (credit card or bank account)
From this screen, you can also:
- Add a new payment method
- Set as Default for subscriptions
- Delete an old payment method
- View invoice history to confirm processed payments
- Select either a credit card or bank account option.
- Enter the required payment details.
Credit Card Method
Bank Account MethodUpdate or Remove a Payment Method
Click the ellipses (⋮) next to a saved payment method to Set as Default or Delete.
Updates for New Customers
- No prorated first month: Your subscription begins on your official start date.
- Personalized billing cycles: Your monthly cycle is based on your sign-up date.
- EFT/eCheck verification: Bank accounts must be verified before you can access the platform (a quick security step).