Automated billing statement generation and delivery

Purpose

1.1. Automate comprehensive generation and delivery of billing statements for alcoholism treatment services.
1.2. Streamline claim submission, payment reconciliations, and patient statement delivery.
1.3. Ensure timely compliance with insurance and legal documentation standards specific to addiction recovery settings.
1.4. Minimize errors, manual entry, and staff workload associated with healthcare billing cycles.
1.5. Seamless integration with EHRs, CRM, and accounting systems to reflect real-time patient and payment data.

Trigger Conditions

2.1. Patient discharge or milestone event in treatment plan.
2.2. Insurance claim status update or remittance received.
2.3. Monthly cycle or scheduled billing date.
2.4. Manual trigger by billing staff in EHR/CRM.
2.5. Automated EHR/EMR status field change (e.g., “ready to bill”).

Platform Variants

3.1. Salesforce Health Cloud
• Feature: Workflow Rule/Process Builder
• Setting: Auto-generate statement on case closure; trigger email API for delivery
3.2. Athenahealth
• Feature: Patient Billing API
• Setting: Schedule ‘create statement’ event; push to patient portal
3.3. Cerner
• Feature: Millennium Revenue Cycle API
• Setting: Configure billing statement job; set FTP/SFTP delivery path
3.4. Epic
• Feature: Chronicles Batch Billing
• Setting: Set periodic job, auto-generate PDFs, send via secure message
3.5. Kareo
• Feature: Billing API
• Setting: Trigger ‘generate patient statement’ upon insurance disposition
3.6. QuickBooks Online
• Feature: Create Invoice API
• Setting: Auto-invoice mapped patient, schedule email delivery
3.7. Xero
• Feature: Invoices Endpoint
• Setting: Generate invoice; initiate email/send PDF
3.8. FreshBooks
• Feature: Automated Invoice Scheduling
• Setting: Link client, enable recurring billing, email enabled
3.9. Zoho Books
• Feature: Automated Workflows
• Setting: If payment received, auto-generate and deliver statement
3.10. Microsoft Dynamics 365
• Feature: Power Automate Flows
• Setting: Generate statement and email when record status = “Ready to Bill”
3.11. Google Workspace (Gmail, Sheets)
• Feature: App Script Automation
• Setting: Trigger from Sheets update; auto-generate PDF invoice, send email
3.12. DocuSign
• Feature: Automated Envelope Creation
• Setting: Trigger on file generation, secure statement delivery
3.13. SendGrid
• Feature: Transactional Email API
• Setting: Auto-send billing statement as attachment to recipient
3.14. Slack
• Feature: Workflow Builder
• Setting: Post alert to billing channel when a statement is generated
3.15. Mailgun
• Feature: Email Sending API
• Setting: Automated email of billing statement with PDF attachment
3.16. Twilio
• Feature: Programmable Messaging
• Setting: SMS patients on billing generation with payment instructions link
3.17. Stripe
• Feature: Create Invoice API
• Setting: Automate invoice creation, email to patient/guarantor
3.18. Square
• Feature: Invoices API
• Setting: Schedule and send statements to patients or third parties
3.19. SAP Concur
• Feature: Automated Workflow
• Setting: Auto-process billing for insurance reimbursements
3.20. Oracle NetSuite
• Feature: SuiteFlow Automated Billing
• Setting: Auto-generate and email patient statements on event trigger
3.21. SFTP/FTP Servers
• Feature: Automated File Upload
• Setting: Push generated statements for integration or legacy system use

Benefits

4.1. Increased billing cycle speed and cash flow for addiction recovery programs.
4.2. Reduces manual data entry and administrative workload.
4.3. Ensures standardized, error-free statements.
4.4. Secure storage and delivery with compliance.
4.5. Enables patient self-service for faster payments.
4.6. Scalable for high-volume behavioral health requirements.
4.7. Improved integration with EHR, CRM, and finance systems.