Auto-generation of invoices post-session

Purpose

 1.1. Eliminate manual billing by generating invoices automatically after each ABA therapy session concludes.
 1.2. Minimize errors in calculation, description, and patient data by directly pulling session logs into invoice templates.
 1.3. Ensure compliance with insurance and regulatory requirements through standardized, systematic document creation.
 1.4. Speed up revenue cycle by instantaneously delivering invoices to insurance, guardians, or responsible parties.

Trigger Conditions

 2.1. ABA therapist marks session as completed in scheduling/calendar software.
 2.2. Therapist’s digital signature on session note.
 2.3. Receipt of attendance/engagement data from EHR or practice management system.
 2.4. Synchronization event (e.g., sync or end-of-day batch completes on billing system).

Platform Variants

 3.1. Practice Fusion
 • API Endpoint: `/charting/session/update` and `/billing/invoice/create`
 • Configure webhook on session complete to trigger invoice payload.

 3.2. SimplePractice
 • Feature: “Automation Workflows”
 • Set up: Automation > ‘After Appointment Ends’ > Action: ‘Create Invoice’.

 3.3. Kareo
 • API: `POST /api/v1/invoices`
 • Use session data webhook to format and send invoice data.

 3.4. TherapyNotes
 • Setting: “Session Billing Automation”
 • Enable through Billing > Insurance Invoicing > ‘Auto-generate invoice after session’.

 3.5. CentralReach
 • API: `/sessions/completed` trigger, `/invoices` endpoint
 • Custom rule: On session status = completed, push session data to invoice creation.

 3.6. Athenahealth
 • API: `POST /chart/appointments/{appointmentid}/invoice`
 • Event subscription on appointment update triggers.

 3.7. Jituzu
 • Feature: Automatic Invoice Generation
 • Enable in Billing Settings > “Auto-generate on session completion”.

 3.8. AdvancedMD
 • API: `/sessions` event hooks, `/invoice/generate` endpoint
 • Automation: Subscription to ‘Session Complete’ triggers invoice workflow.

 3.9. TheraNest
 • Setting: Automation > Appointments > Create invoice after session
 • Option: Toggle on for provider profiles.

 3.10. QuickBooks Online
 • API: `POST /v3/company/invoice`
 • Mapping: Connect session fields to invoice line items.

 3.11. Xero
 • API: `POST /api.xro/2.0/Invoices`
 • Use middleware to fetch new sessions and trigger invoice POST.

 3.12. FreshBooks
 • API Endpoint: `/invoices/invoices`
 • Use “recurring template” linked to session close trigger.

 3.13. Zoho Books
 • API: `/invoices` endpoint
 • Automation: Schedule or webhook on session completion.

 3.14. Healthie
 • Zapier Integration: Trigger “Session Ended” → Action: “Create Invoice”.
 • Setting: Enable in Automations menu.

 3.15. DrChrono
 • API: `POST /appointments/{appt_id}/billing`
 • Event hook: “Appointment Completed”.

 3.16. Billing Dynamix
 • Function: Auto-Invoice Generation
 • Configure: Preferences > Automation > “Generate invoice on session completion”.

 3.17. Acuity Scheduling
 • Zapier integration: Trigger “Appointment Completed” → Action: Invoice app.
 • Sync: Schedule polling for completed sessions.

 3.18. Stripe
 • API: `POST /v1/invoices`
 • Data: Populate customer/session info on charge completion.

 3.19. Square Invoices
 • API: `POST /v2/invoices`
 • Configure: Webhook on session closed event.

 3.20. InSync Healthcare Solutions
 • Feature: “Automated Session Billing”
 • Settings: Enable in Billing > Automation > Configure template mapping.

Benefits

 4.1. Reduces manual effort and frees staff for high-value clinical work.
 4.2. Ensures prompt, consistent billing and minimizes lost revenue.
 4.3. Improves accuracy and compliance with payer and audit standards.
 4.4. Enhances client and family satisfaction through timely, error-free invoicing.
 4.5. Simplifies payment tracking and follow-up with harmonized billing cycles.