Accounting software for US healthcare practices

What US healthcare practices get out of the box

• Insurance vs patient AR separation

  Two distinct AR tracks — what insurance owes you (with payer aging by plan) and what patients owe (copays, deductibles, coinsurance). Per-payer collection performance reports.

• Copay + deductible reconciliation

  Per-visit copay collected at point-of-service reconciles against the EOB (Explanation of Benefits) when it arrives. Adjustments to contractual write-offs post automatically.

• EHR + practice-management fees

  Athenahealth, Kareo, Epic, eClinicalWorks, Practice Fusion, SimplePractice — monthly platform fees and per-claim charges categorize automatically by vendor with fee benchmark reports.

• 1099-NEC for locums + outside services

  Locum tenens physicians, CPAs, billing services, IT support — track payments per vendor, generate 1099-NEC in January, e-file to IRS.

• S-corp salary planning

  Solo PC / PLLC owners often elect S-corp tax treatment. Owner salary vs distribution split tracked at the GL level. Year-end W-2 (via Gusto) + K-1 reporting supported.

• HIPAA-compliant data handling

  SOC 2 Type II attestation on the platform. HelloBooks doesn't ingest PHI directly; financial postings link to encounter IDs without patient identifiers. BAAs available on request from /trust-center.

• Quarterly estimated tax (1040-ES)

  Practice income flows to owner Schedule E or W-2; the 110% / 100% safe-harbor calculator on /us/quarterly-estimated-tax computes the right quarterly payment so underpayment penalties don't surprise you in April.

• Stripe / Square / Mango Voice payment processing

  Patient card payments via Stripe Health, Square Health, or Mango Voice; fees separate per transaction; deposits net of fees reconcile to bank automatically.