Purpose
1.2. Automates recurring medical service billing by integrating EHRs, payment gateways, and accounting platforms for seamless, automated revenue management.
1.3. Automatedly reduces administrative burden, automates consistent cash flow, minimizes human error, and automates patient financial follow-up for repeat procedures such as vaccinations, checkups, or therapy.
Trigger Conditions
2.2. Scheduled calendar interval (e.g., monthly immunizations).
2.3. EHR update marking a procedure as rendered or due.
2.4. Patient plan enrollment with automated renewal logic.
2.5. Payment failure or cancellation event automatedly detected by integrated gateway.
Platform Variants
3.1. Stripe
• Feature/Setting: Billing API — configure subscription schedules for automated invoices and uses webhook to automate payment retries.
3.2. Square
• Feature/Setting: Recurring Payments — set auto-invoice for repeat pediatric procedures and enable card-on-file for seamless automation.
3.3. PayPal
• Feature/Setting: Subscriptions API — automate billing cycles, leverage instant payment notification (IPN) for automated payment status tracking.
3.4. Zoho Books
• Feature/Setting: Recurring Invoices — automate sending, reminders, and reconciliation; set workflow automation for payments.
3.5. QuickBooks Online
• Feature/Setting: Recurring Transaction Automation — configure memorized transactions for automated invoices and payments.
3.6. Xero
• Feature/Setting: Repeating Invoices — automate invoices for scheduled procedures; connect with payment processors for automated receipt.
3.7. Athenahealth
• Feature/Setting: Automated claims and billing API — trigger billing upon clinical workflow completion.
3.8. Kareo
• Feature/Setting: Auto-bill setup — map recurring appointments to auto-generate claims.
3.9. Greenway Health
• Feature/Setting: Billing Automation — configure automated reminders and statements for pediatric recurring visits.
3.10. AdvancedMD
• Feature/Setting: Scheduler-Billing Bridge — automate invoice after each recurring appointment.
3.11. Chargebee
• Feature/Setting: Recurring Billing Automation — trigger child visit plans with automated payment retries.
3.12. FreshBooks
• Feature/Setting: Auto-bill Recurring Clients — automated invoice sends and follow-ups.
3.13. Salesforce Health Cloud
• Feature/Setting: Process Builder/Flow — automate triggering bulk billing actions from EHR events.
3.14. BambooHR
• Feature/Setting: Automated Time-Off Billing — sync tracked FSA/HSA for parental billing cycles.
3.15. DocuSign
• Feature/Setting: Automated Consent Collection — e-sign billing authorizations for recurring procedures.
3.16. Oracle NetSuite
• Feature/Setting: Automated Billing Workflow — ERP-driven, multi-path automated billing rule engine.
3.17. Epic Systems
• Feature/Setting: Chronicles/Epic Bridges API — automate billing from EHR and automate reconciliations.
3.18. Cerner
• Feature/Setting: Millennium Clinical Billing — schedule automated billing for recurring medical plans.
3.19. SAP Concur
• Feature/Setting: Automated Payment Requests — integrate pediatric recurring billing for insurance reimbursement.
3.20. Microsoft Power Automate
• Feature/Setting: Automated Flows — bridge EHR, payments, CRM, and send automated billing emails/SMS.
3.21. PagerDuty
• Feature/Setting: Automated Alerts — trigger escalation if billing process is interrupted.
3.22. Mailgun
• Feature/Setting: Automated Email Reminders — send automated billing notices to parents/guardians.
3.23. Slack
• Feature/Setting: Automated Notifications — alert billing team on exceptions in automated processes.
Benefits
4.2. Automating payment reminders boosts collection rates and automates reduction in late payments.
4.3. Automatedly syncs data across EHR, accounting, and payment systems, reducing manual reconciliations.
4.4. Enables clinics to automatedly scale without proportional billing admin increases.
4.5. Automates compliance with healthcare and financial regulations by providing an audit trail.
4.6. Automates patient communication for billing, enhancing satisfaction and reducing disputes.
4.7. Minimizes manual data entry, lowering the risk of duplicate or incorrect billing.