Generation and delivery of financial statements to patients

Purpose

1.1. Automate the generation, formatting, and delivery of detailed financial statements for patients including itemized billing, insurance adjustments, co-payments, payment history, and outstanding balances.
1.2. Automating ensures timely compliance, transparent patient communication, reduced manual error, and improved cash flow for medical practices.
1.3. Enables automated reconciliation, batch processing, and multi-channel delivery to support patient engagement and regulatory adherence.

Trigger Conditions

2.1. Completion of a patient appointment or procedure (EHR event trigger).
2.2. Insurance claim processed/updated status received from insurance API.
2.3. Scheduled monthly or on-demand billing cycle triggers.
2.4. Patient payment received or failed transaction event.
2.5. Manual initiation by staff for reconciled accounts.

Platform Variants

3.1. Epic EHR
• API: /FHIR/R4/FinancialStatement
• Trigger event: Appointment.completed → automated generation
3.2. AthenaHealth
• API: POST /claims/v1/statement
• Trigger: Insurance status update → automation configured in workflow rules
3.3. DrChrono
• Function: Billing API → automate PDF export on charge submission
3.4. Cerner
• Integration: PowerChart workflow automator for statement batch jobs
3.5. AdvancedMD
• Automation: Billing Console webhook for auto-generating statements
3.6. Kareo
• API: GET /v1/reports/patientstatements
• Auto-schedule daily job for generating statements
3.7. Greenway Health
• Accounts module setting: automate export and email via notification settings
3.8. NextGen
• CDR API: /api/financial-statements/generate
• Automation recipe: payment_posted trigger
3.9. QuickBooks Online
• API: /v3/company//reports/AgedReceivables
• Automated export to PDF and delivery via batch email
3.10. Xero
• API: GET /reports/aged_receivables/by_contact
• Automate PDF attachment to patient email
3.11. Zoho Books
• API: /customerstatements?email=true
• Automator schedules for end-of-month delivery
3.12. DocuSign
• API: POST /envelopes
• Automate e-delivery and signature along with statement
3.13. SendGrid
• SMTP/API: Automated batch email statement delivery
3.14. Twilio SMS
• Messaging API: Send SMS with secure link to statement PDF
3.15. Mailgun
• Feature: Automated trigger to send billing statement via transactional email
3.16. Dropbox
• API: Create shared link to statement folder, automates file delivery
3.17. Google Drive
• Drive API: Automate file upload and share to patient email
3.18. Slack
• API: Automated posting of statements in secure staff channel
3.19. Salesforce Health Cloud
• Workflow: Automated case notification with financial statement file
3.20. Microsoft Teams
• Automator: Post patient statement summary to billing team
3.21. AWS SES
• API: Automate batch email delivery of statement PDFs
3.22. Fax.Plus
• API: Automated fax delivery to patients preferring physical fax
3.23. SFTP
• Scheduled SFTP push: Automates statement delivery to partner networks

Benefits

4.1. Automated financial statement generation reduces clerical workload and improves accuracy.
4.2. Automator-driven delivery enhances speed of patient communication.
4.3. Scheduled automation ensures compliance with payment cycle policies.
4.4. Multi-channel statement automation enables flexible and patient-centric experience.
4.5. Automating notification workflows increases payment rate and transparency.
4.6. Automation reduces risk, manual follow-up, and regulatory non-compliance costs.
4.7. Platform-specific automations ensure seamless integration with existing healthcare operations.