Automated invoice generation and delivery

Purpose

 1.1. Automate the creation, population, and digital delivery of patient invoices post-service in maternity hospitals.
 1.2. Ensure all treatments, consultations, procedures, and medications are programmatically listed and itemized.
 1.3. Rapidly trigger bill generation post-discharge or treatment completion.
 1.4. Automate validation checks, tax calculations, adjustment entries, and insurance deductions.
 1.5. Electronic delivery via multiple channels: email, SMS, CRM, or Health Information Portals.
 1.6. Automate archiving for compliance, audit, and financial reporting.

Trigger Conditions

 2.1. On patient discharge in Hospital Information System (HIS).
 2.2. Finalization of clinical notes in Electronic Medical Records (EMR).
 2.3. Submission of doctor’s closing order.
 2.4. Payment reception or preauthorization from insurance provider.
 2.5. Manual trigger by billing desk workflow completion.

Platform Variants (examples for automation across diverse systems; function/API to configure noted)

 3.1. Salesforce
  - Feature/Setting: Workflow Rules & Process Builder; configure "Create Record" Action in Billing Object.
 3.2. Microsoft Dynamics 365
  - Feature/Setting: Power Automate Flow; trigger “When a record is created/updated” in Invoice Entity.
 3.3. SAP ERP
  - Feature/Setting: SAP BAPI_INCOMINGINVOICE_CREATE; integrate with SAP Business Workflow for automated posting.
 3.4. Oracle NetSuite
  - Feature/Setting: SuiteScript User Event Script; trigger on Sales Order completion to automate Invoice creation.
 3.5. QuickBooks Online
  - Feature/Setting: API v3; Use “Create Invoice” endpoint in a webhook upon patient discharge.
 3.6. Zoho Books
  - Feature/Setting: Automate “Invoice.create” API via workflow in Zoho Flow upon case closure.
 3.7. Xero
  - Feature/Setting: Use “POST Invoices” via Xero API; configure in Platform’s Workflow plugin.
 3.8. FreshBooks
  - Feature/Setting: “Create Invoice” endpoint; automated job on patient activity log closure.
 3.9. Stripe
  - Feature/Setting: Use “Create an Invoice” endpoint; automate trigger via payment received webhooks.
 3.10. PayPal
  - Feature/Setting: Use Invoicing API’s “POST /v2/invoicing/invoices”; automate on EMR status “Discharged.”
 3.11. DocuSign
  - Feature/Setting: “Envelope Creation” event; configure a DocuSign workflow for e-signed invoices.
 3.12. PDF Generator API
  - Feature/Setting: “Create Document” endpoint; automate with patient and service data as payload.
 3.13. SendGrid
  - Feature/Setting: “Send Email” API; automate sending invoice PDF to patient/stakeholder on export event.
 3.14. Twilio
  - Feature/Setting: Messaging API; trigger “Send SMS” for invoice link delivery to patient’s mobile.
 3.15. Slack
  - Feature/Setting: Incoming Webhook; alert finance or admin team of automated invoice creation.
 3.16. HubSpot
  - Feature/Setting: Workflow Automation; automate Invoice Object creation and email template send.
 3.17. Monday.com
  - Feature/Setting: Automate “Create Item” workflow for new generated invoices on billing board.
 3.18. Asana
  - Feature/Setting: Rules Automation; configure task auto-creation for invoice follow-up post-delivery.
 3.19. Google Drive
  - Feature/Setting: Drive API; automate saving invoice PDF to designated folder on generation.
 3.20. AWS Simple Email Service (SES)
  - Feature/Setting: SES SendEmail API; automate medical invoice email dispatch via secure template.

Benefits

 4.1. Fully automates invoice lifecycle—removes repetitive manual entry, error-prone calculations, and physical delivery.
 4.2. Significantly accelerates billing cycle, improves patient satisfaction, and expedites cash flow.
 4.3. Error reduction via standardized, automated templates and computational logic.
 4.4. Enables robust compliance through automated audit trails and secure digital archives.
 4.5. Scalable—thousands of invoices automatedly processed in parallel, supporting hospital growth.