Osmind 360 Invoicing: How Your Money Moves and How You're Billed

For O360 customers — there are two separate financial processes running in parallel: how your insurance and patient payments reach your bank account, and how Osmind collects its monthly fee.

Understanding both processes will help you track your revenue accurately, avoid surprises on your invoice, and know exactly who to contact when questions come up.

How Your Payments Reach Your Bank Account (Anatomy)

Anatomy is the financial platform that sits between the payments you earn and your bank account. When an insurance payer or patient pays a claim, that payment is routed through Anatomy before it lands in your bank account. Anatomy handles the reconciliation work — matching remittances to claims, digitizing paper checks and EOBs, and giving you visibility into what's been paid — so you're not stuck manually tracking deposits.

Anatomy also lets you set up automated target balance transfers, so funds move from your Anatomy account to your bank account on a schedule you define, rather than requiring a manual transfer each time. You can find step-by-step setup instructions here:

How do I set up automated target balance transfers?

How Osmind Collects Its Monthly Fee

Separately — Osmind's monthly fee is not pulled from Anatomy. We automatically debit your practice's bank account for the Osmind fee each month. This is a completely independent process from Anatomy and from your insurance/patient payment flow.

Setting up your bank account for auto-debit: You'll receive a Google Form to fill out one time with your bank account information (if you haven't already). If you ever need to change bank accounts — for whatever reason — reach out to your CSM, and they'll have you fill out a new form.

Monthly Billing Schedule

Example: Your invoice for July activity is sent on August 8th, and your bank account is auto-debited on August 15th.

What Your Fee Is Based On

Two important things to understand about how your invoice is calculated:

Fees are based on the payment post date, not the date of service.
Your invoice reflects payments that were actually posted during that billing period — meaning the date insurance paid, or the date a patient paid — not the date the appointment took place. A claim for a visit in one month may appear on the following month's invoice if the payment posts later.

Self-pay cash encounters are not charged a fee.
Only insurance-related payments are included in the fee calculation, including patient responsibility on insurance claims. Self-pay appointments where patients pay cash are excluded.

Common Pitfalls to Avoid

Expecting Osmind's fee to come out of your Anatomy account. It won't. The monthly fee is debited directly from your bank account — make sure the account on file has sufficient funds before the 15th.

Waiting until after the debit to raise invoice questions. You have a window between the 8th and the 15th to review your invoice. If something looks off, contact your CSM during that window.

Assuming the invoice reflects this month's appointments. Your invoice is based on when payments posted, not when services were rendered. A payment for a visit last month may appear on this month's invoice.

Forgetting to update your bank account information after switching accounts. Auto-debit will fail if your bank details are outdated. Contact your CSM as soon as your account changes.

Frequently Asked Questions

Do I need to do anything to set up the auto-debit?
Yes — you'll fill out a one-time Google Form with your bank account information. Your CSM will send this to you if you haven't completed it already.

What if I need to change bank accounts?
Reach out to your CSM. They'll send you a new form to update your bank account information.

What if I have a question about my invoice amount?
Contact your CSM between the 8th (when you receive the invoice) and the 15th (when the debit occurs). That's your review window.

Is my invoice based on the appointment date or the payment date?
The payment post date — not the date of service. Your invoice reflects what actually posted during that billing period.

Am I charged for self-pay appointments?
No. Self-pay cash encounters are not included in your fee. Only insurance-related payments, including patient responsibility on insurance claims, are charged.

What happens if the 8th or 15th falls on a weekend or bank holiday?
This is pending finance review — I'll confirm the exact process and follow up with you once I have an answer.

Will I get a confirmation or receipt after the debit happens?
There isn't a separate receipt sent after the debit — the invoice you receive beforehand serves as your record of the charge.

Questions?

For questions about your specific rate, minimums, or contract terms, refer to your agreement or reach out to your Customer Success Manager. This article covers how billing works operationally — not the specific terms of your pricing agreement.