---
title: Workspace and billing | Help center | Nextvisit
description: Workspace settings, user profile, activity log, usage and credits, plans, billing portal, insurance, and the referral program. Account and operations. Page 1 of 2.
url: "https://nextvisit.ai/help/category/workspace-and-billing"
type: static
generatedAt: "2026-09-20T18:00:10.313Z"
---

Help center
# Workspace and billing.

Workspace settings, user profile, activity log, usage and credits, plans, billing portal, insurance, and the referral program. Account and operations.

 - [Accessing Your Billing Portal How workspace admins open Billing Portal, what it shows, and how Stripe stores card data.  Updated Sep 2026](/help/billing-portal)
- [Track authorizations and review patient estimates Record payer decisions, reserve authorized units, and approve estimates supported by current benefit evidence.  Updated Sep 2026](/help/insurance-authorizations-and-estimates)
- [Prepare insurance claims and reconcile payments Review a professional claim before submission, resolve payer responses, and post verified remittances.  Updated Sep 2026](/help/insurance-claims-and-payments)
- [How to Set Up and Use Insurance Coding Add billing codes to encounters so they shape the note and appear on exported PDFs.  Updated Sep 2026](/help/insurance-coding)
- [Check insurance eligibility before a visit Review policy and service details, request payer coverage, and prepare upcoming visits.  Updated Sep 2026](/help/insurance-eligibility)
- [Review imported insurance claims Import Claim.MD or Stedi claim history, find matching clinic records, and move imported claims into Claims.  Updated Sep 2026](/help/insurance-imported-claims)
- [Set up insurance Connect Claim.MD or Stedi, add billing providers, and record payer enrollment for eligibility, claims, and remittances.  Updated Sep 2026](/help/insurance-setup)
- [Insurance usage billing See Insurance usage charges and invoices that are billed separately from the app subscription.  Updated Sep 2026](/help/insurance-usage-billing)
- [Plans and pricing Nextvisit Go, Provider+, and Enterprise. What each includes, monthly vs. annual billing, AI credits, and paid add-ons.  Updated Sep 2026](/help/plans-and-pricing)
- [Usage and credits See remaining credits, AriaMD spend, and the credit ledger.  Updated Sep 2026](/help/usage)
- [Managing Your User Profile Access and customize your account settings, security options, and session management.  Updated Aug 2026](/help/user-profile)
- [Activity Log What the workspace Activity Log records, how to open it, and how to request a CSV export.  Updated Aug 2026](/help/activity-log)
                Still stuck?
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Email hello@nextvisit.ai with the encounter ID, your workspace, and what you were trying to do. Real responses in hours, not days.
  [Email support](mailto:hello@nextvisit.ai) [Book a 15-min demo](mailto:hello@nextvisit.ai)     Live in 2 weeks or less   BAA signed by default