# Lemma Documentation

## Docs

- [Banking built for healthcare](https://docs.getlemma.com/index.md): Lemma is a healthcare banking platform that brings bank accounts, payments, treasury workflows, and insurance payment reconciliation into one place.
- [Quickstart](https://docs.getlemma.com/quickstart.md): How to open an account for your entity on Lemma in less than 5 minutes.
- [Own multiple providers](https://docs.getlemma.com/guides/own-multiple-providers.md): Link multiple providers to a single login for easy access and instant transfers.
- [Collaborate opening an account](https://docs.getlemma.com/guides/collaboration.md): Ask your coworkers to fill out account information while keeping sensitive details private.
- [Accounts](https://docs.getlemma.com/guides/accounts.md): View and manage your Lemma bank accounts.
- [Cards](https://docs.getlemma.com/guides/cards.md): Issue and manage debit cards for your organization.
- [Transactions](https://docs.getlemma.com/guides/transactions.md): View your complete transaction history and transaction details.
- [Move money](https://docs.getlemma.com/guides/move-money.md): Send payments externally or transfer funds between your Lemma accounts.
- [Attachments](https://docs.getlemma.com/guides/attachments.md): Attach the agreement or invoice behind a payment so the record explains itself later.
- [External accounts](https://docs.getlemma.com/guides/external-accounts.md): Save and manage bank accounts for outbound payments.
- [Lockbox](https://docs.getlemma.com/guides/lockbox.md): Receive checks and mail through a dedicated mailing address.
- [Cash sweeps](https://docs.getlemma.com/guides/cash-sweeps.md): Automate fund movement between accounts so passthrough and MSO collections land where they belong — without daily manual transfers.
- [Insurance payments](https://docs.getlemma.com/guides/insurance-payments.md): Upload explanation of benefits documents and track insurance claim payments.
- [Deposit a check from your phone](https://docs.getlemma.com/guides/mobile-check-deposit.md): Use mobile check deposit to snap a photo of a paper check and credit the funds to your Lemma account.
- [Order checkbooks](https://docs.getlemma.com/guides/order-checkbooks.md): Order a checkbook for any Lemma account so you can write checks directly.
- [How card payments show up](https://docs.getlemma.com/guides/card-acquiring/transactions.md): Understand how Lemma charges virtual cards from your lockbox and how the resulting transactions appear.
- [Chargebacks](https://docs.getlemma.com/guides/card-acquiring/chargebacks.md): Understand the chargeback lifecycle on Lemma, when funds are debited, what fees apply, and how disputed money is returned when you win.
- [Deposit bonuses](https://docs.getlemma.com/guides/deposit-bonuses.md): How Lemma calculates and pays deposit bonuses on your bank account balance.
- [Fixed fee loans](https://docs.getlemma.com/guides/fixed-fee-loans.md): Draw a loan against your practice's approved limit for a flat, upfront fee.
- [MSO-PC compliance](https://docs.getlemma.com/guides/mso-pc-compliance.md): How Lemma supports MSO-PC structures with banking guardrails aligned with the corporate practice of medicine doctrine.
- [Team management](https://docs.getlemma.com/guides/team-management.md): Invite team members and manage roles within your organization.
- [Approval rules](https://docs.getlemma.com/guides/approval-rules.md): Require an owner to sign off on a transfer before any money leaves your account.
- [Invoices](https://docs.getlemma.com/guides/invoicing.md): Send invoices to bill another entity without sharing account access.
- [Invoice contacts](https://docs.getlemma.com/guides/invoice-contacts.md): Who you can bill from and who you can bill to.
- [Invoices you've sent](https://docs.getlemma.com/guides/invoices-sent.md): Review an invoice you sent, and cancel one that hasn't been paid yet.
- [Invoices you've paid](https://docs.getlemma.com/guides/invoices-paid.md): Find invoices you've paid, download a receipt, and see who approved the payment.
- [Roadmap](https://docs.getlemma.com/roadmap.md): Features we don't support yet, and what to do in the meantime.
- [How to update your bank account with insurance payers (EFT re-enrollment)](https://docs.getlemma.com/billing/migrate-payers.md): Step-by-step instructions for re-enrolling your EFT with insurance payers after switching bank accounts.
- [EOB processing](https://docs.getlemma.com/billing/eob-processing.md): Automatically parse explanation of benefits documents and reconcile insurance payments.
- [Lockbox auto-parsing](https://docs.getlemma.com/billing/lockbox-eob-parsing.md): Receive EOBs at your lockbox address and have them parsed automatically.
- [Manual EOB upload](https://docs.getlemma.com/billing/manual-eob-upload.md): Upload EOB documents in bulk for Lemma to parse and extract payment data.
- [Payment reconciliation](https://docs.getlemma.com/billing/reconciliation.md): Match parsed EOB payments to bank transactions to confirm which deposits correspond to which insurance payments.
- [Patient refunds](https://docs.getlemma.com/billing/patient-refunds.md): Mail a refund check to a patient with a printed explanation enclosed.
- [Export transactions](https://docs.getlemma.com/guides/export-transactions.md): Export your transactions as a CSV or QuickBooks (.qbo) file to import into your accounting software.
- [Transaction categories](https://docs.getlemma.com/guides/transaction-categories.md): Label transactions to track spending by type and simplify reconciliation and compliance reporting.
- [Fees and receipts](https://docs.getlemma.com/billing/fee-receipts.md): Find receipts and choose which account fees are charged to.
- [Introduction](https://docs.getlemma.com/api-reference/introduction.md): The Lemma API allows platforms to programmatically interact with entity's accounts and reconciliation data.
- [Authentication](https://docs.getlemma.com/api-reference/authentication.md): Integrate with the Lemma API as a platform and authenticate your requests.
- [Webhooks](https://docs.getlemma.com/api-reference/webhooks.md): Receive real-time notifications when events happen on Lemma.
- [Entities](https://docs.getlemma.com/api-reference/entities.md): Legal entities that hold accounts on Lemma.
- [Saved recipients](https://docs.getlemma.com/api-reference/saved-recipients.md): External bank accounts saved for outbound transfers.
- [Timestamps](https://docs.getlemma.com/api-reference/timestamps.md): How the Lemma API formats and accepts timestamps.
- [Pagination](https://docs.getlemma.com/api-reference/pagination.md): How to page through large result sets using the Lemma API.
- [Idempotency](https://docs.getlemma.com/api-reference/idempotency.md): Safely retry requests without performing the same action twice.
- [What is inbound?](https://docs.getlemma.com/api-reference/what-is-inbound.md): How Lemma distinguishes transfers initiated outside Lemma from transfers initiated inside Lemma.
- [Get entity](https://docs.getlemma.com/api-reference/get-entity.md): Retrieve details for a specific entity.
- [List entities](https://docs.getlemma.com/api-reference/list-entities.md): Retrieve a list of entities available to your API key.
- [Get bank account](https://docs.getlemma.com/api-reference/get-bank-account.md): Retrieve a single bank account by its ID.
- [List bank accounts](https://docs.getlemma.com/api-reference/list-bank-accounts.md): Retrieve all bank accounts associated with a specific entity.
- [Get settlement instructions](https://docs.getlemma.com/api-reference/get-account-settlement-instructions.md): Download a bank account's settlement instructions as a PDF.
- [Get entity lockbox](https://docs.getlemma.com/api-reference/get-entity-lockbox.md): Retrieve the lockbox mailing address for a specific entity.
- [List entity mail](https://docs.getlemma.com/api-reference/list-entity-mail.md): Retrieve all lockbox mail for an entity.
- [Get PDF](https://docs.getlemma.com/api-reference/get-pdf.md): Download a file.
- [Get a check deposit](https://docs.getlemma.com/api-reference/get-check-deposit.md): Retrieve a single check deposit by its ID.
- [List check deposits](https://docs.getlemma.com/api-reference/list-check-deposits.md): Retrieve a paginated list of check deposits, optionally filtered by account.
- [Get a remittance's 835 Electronic Remittance Advice (ERA)](https://docs.getlemma.com/api-reference/get-remittance-era.md): Retrieve a remittance's electronic remittance advice as raw X12 835.
- [List remittances](https://docs.getlemma.com/api-reference/list-remittances.md): Retrieve an entity's remittances and whether an 835 is available for each.
- [Get transaction](https://docs.getlemma.com/api-reference/get-transaction.md): Retrieve a single transaction by its ID.
- [List transactions](https://docs.getlemma.com/api-reference/list-transactions.md): Retrieve a paginated list of transactions for a bank account.
- [Get external account](https://docs.getlemma.com/api-reference/get-external-account.md): Retrieve a single external account by ID.
- [List external accounts](https://docs.getlemma.com/api-reference/list-external-accounts.md): Retrieve saved external accounts for an entity.
- [Create external account](https://docs.getlemma.com/api-reference/create-external-account.md): Save an external bank account as a recipient for outbound transfers.
- [Get book transfer](https://docs.getlemma.com/api-reference/get-book-transfer.md): Retrieve a single book transfer by its ID.
- [Move money internally](https://docs.getlemma.com/api-reference/move-money-internally.md): Transfer funds instantly between Lemma accounts.
- [Get card](https://docs.getlemma.com/api-reference/get-card.md): Retrieve a card and its spending limits.
- [Create card](https://docs.getlemma.com/api-reference/create-card.md): Issue a virtual debit card with custom spending limits.
- [Get a card iframe](https://docs.getlemma.com/api-reference/get-card-iframe.md): Get a short-lived iframe URL for displaying a card's sensitive details.
- [Get inbound ACH transfer](https://docs.getlemma.com/api-reference/get-inbound-ach-transfer.md): Retrieve a single inbound ACH transfer by its ID.
- [List inbound ACH transfers](https://docs.getlemma.com/api-reference/list-inbound-ach-transfers.md): Retrieve a paginated list of inbound ACH transfers, optionally filtered by account.
- [Get ACH transfer](https://docs.getlemma.com/api-reference/get-ach-transfer.md): Retrieve a single ACH transfer by its ID.
- [Move money externally](https://docs.getlemma.com/api-reference/move-money-externally.md): Send money to a saved external account.
- [Changelog](https://docs.getlemma.com/changelog.md): Lemma launches new features every week.

## OpenAPI Specs

- [openapi](https://docs.getlemma.com/openapi.json)