How do I recognise Public / Non - EAP referrals that are able to be invoiced through Clearhead?

Related: Introducing Invoicing Support for Public / Non - EAP referrals

Clearhead is rolling out support for the invoicing and payment for the first public referral you receive and will take a 10% booking fee. We will let you know when this is enabled for you.

Sessions 2+ will still be invoiced manually, directly to the client and we will not take a booking fee at this time. We will aim to support automatic invoicing of sessions 2+ in future.

Below is a help guide on how the process works, and how to recognise and invoice for these sessions:

1. Client selects Public, Paying Myself when booking with you.
   
2. They complete the booking questions.
   
   
3. They are prompted to pay for the session, and we hold the amount.
   
   
4. You receive a booking request which will say Public (Funded) as well as an email which will state 'Funding Details: Paid'
   When you accept the booking, we receive the funds.
   If you decline, we release the hold.
   If you do not respond in time / system auto-cancels, we release the hold.
   
   
5. If accepted, when the session date and time has finished, we ask you to mark the session Completed, and then you are able to invoice (see more information here).
   You will See (Public Payment) noted on the invoice.
   

If the client would like another session, you would then create the session in the portal and invoice manually, directly to the client as invoicing for sessions 2+ is not yet supported.

The system will make this distinction clear - 'Public (funded)' vs 'Public (Payment to be arranged)', and you will not be able to invoice through Clearhead for these subsequent sessions.

If you have any questions, please email us at therapist-support@myclearhead.com.