Billing
Comprehensive billing overview with payment tracking and plan transition management.
KPI Cards
| Metric | Value |
|---|---|
| Current MRR | $3,735 |
| ARR | $44,820 |
| Plan Changes (30d) | 0 |
| Plan Changes (90d) | 4 |
Billing Table
Full patient roster with billing details:
| Column | Description |
|---|---|
| Patient | Full name |
| Current Plan | Tier badge (Orion, Lyra, etc.) |
| Monthly Fee | Dollar amount |
| Annual Value | Fee × 12 |
| This Month | Payment status (Paid ✓ / Unpaid ◯) |
| Next Plan Change | Date of next tier transition |
| EMR Action | Status of billing change (Scheduled, etc.) |
Key Business Logic
Automatic Tier Transitions
The system calculates when each patient will age into the next tier:
- Transitions happen on the 1st of the month following the age milestone
- Example: Baby born Jan 28 turns 3 months on Apr 28 → transition to Lyra on May 1
EMR Action Items
For each upcoming transition, the system generates an action:
- "Update EMR from $295/mo to $225/mo (Lyra plan) effective May 1, 2026"
- These surface in both the Billing page and the Action Items page
Payment Tracking
- Monthly payment status per patient (paid/unpaid)
- Persisted in localStorage with month-year key
- Toggle via "Mark Paid" button