CareLine

Invoice drafts

Turn your visit export into draft invoices for your clients. Runs in your browser. Your visit file and invoices never leave this computer. CareLine does not collect payments.

1. Visit export

CSV file from your EVV system

State rules (time zone and visit checks)

2. Period and rates

Period from (optional)

Period to (optional)

Default rate, $ per hour

Billable time

Minimum per visit, minutes (optional)

Rates by service code (optional)

Rates by client ID (optional)

A client rate wins over a service rate, and a service rate wins over the default. A service code can be a full code such as T1019:U1 or its base, T1019.

Also hold visits that only have a warning (“Check”)

3. Your agency on the invoice

Agency name

Tax ID (optional)

Invoice date

First invoice number

Address and contact (shown at the top)

Payment terms (free text)

Hide the caregiver column on invoices Remember the agency details and rates on this computer

If checked, only the agency name, address, terms, default rate and service rates stay in this browser. Client IDs, client names and the visit file are never saved.

Results

Invoices

Client ID	Invoice no.	Hours	Amount	Bill to (optional)

Each draft opens in a new tab. Use “Print or save as PDF” there, then send it with your own email or billing tool.

Runs in your browser. Your visit file and invoices never leave this computer. CareLine does not collect payments.