Automated invoice creation and delivery

Purpose

1.1. Automate end-to-end invoicing for addiction treatment centers in mental health: generates, customizes, and sends patient or payer invoices.
1.2. Synchronizes with clinical, billing, and payment platforms; supports regulatory compliance (HIPAA, insurance details).
1.3. Tracks delivery status, reminders, and payment confirmations without manual intervention.
1.4. Integrates with EHR/EMR, ERP, accounting, and insurance APIs for full lifecycle automation.

Trigger Conditions

2.1. Patient discharge, treatment plan completion, or recurring scheduled events.
2.2. Receipt of service documentation in EHR/EMR.
2.3. Confirmation of insurance claim adjudication or copay calculation.
2.4. Manual staff submission or digital form entry (web/app).

Platform Variants

3.1. Epic Systems
• Clarity Data API: Fetch discharge/treatment completion events; Bill Creation API for invoice generation.
3.2. Cerner
• PowerChart Integration API: Detect billing events; Cerner Millenium Billing API to initiate invoice.
3.3. Athenahealth
• Patient Billing API: Generate detailed invoices post-treatment; Messaging API for delivery.
3.4. Kareo
• Encounters API: Pull service records; Bill Submit API to produce/send invoice.
3.5. SimplePractice
• Invoice Endpoints: Automate creation after session note completion; Email Delivery API.
3.6. NextGen
• EHR Billing Module API: Define invoice templates; Delivery via integrated email or EDI.
3.7. QuickBooks Online
• CreateInvoice API: Push patient or insurance invoice; Send API for PDF/email dispatch.
3.8. Xero
• Invoices API: Automated population from clinical data; EmailInvoice endpoint for sending.
3.9. Zoho Books
• Invoice API: Auto-populate payer- or patient-specific fields; Attachments API for EOBs and delivery.
3.10. FreshBooks
• Automated Invoicing API: Trigger on certain schedule; Email Invoice endpoint for distribution.
3.11. Stripe
• Invoices API: Instantly produce and email invoices on event triggers (treatment end/payment due).
3.12. PayPal
• Invoicing API: Build custom healthcare templates; SendInvoice method for delivery.
3.13. Square
• Invoice API: Fetch appointment completion; Send function for patient email.
3.14. SendGrid
• SMTP/API Mail Send: Attach and dispatch invoices, track delivery/open status.
3.15. Twilio SendGrid
• Transactional Templates: Automate invoice email with tracking and fallback SMS.
3.16. DocuSign
• Envelope API: Deliver invoices for signature/acknowledgment, retrieve completed documents.
3.17. Salesforce Health Cloud
• Apex Invoice Trigger: Auto-invoice creation from patient object; EmailSend utility class.
3.18. Microsoft Dynamics 365
• Finance & Operations API: Invoice entities from case close; Automated Email Delivery plugin.
3.19. Netsuite
• SuiteScript / Invoice API: Generate upon chargeable event; Email/EDI integration for sending.
3.20. SAP
• Financials API: Automate invoice generation from billing records; Output Management for delivery.
3.21. Meditech
• Integration Toolkit: Pull billing triggers; Email engine for secure delivery.
3.22. eClinicalWorks
• Billing API: Service-to-invoice; Secure message or email function.
3.23. TherapyNotes
• API: Invoice on finalized sessions; Email API for direct client delivery.

Benefits

4.1. Reduces manual billing workload, accelerates revenue cycle.
4.2. Ensures invoice accuracy, minimizes human error.
4.3. Rapid, secure, and auditable invoice delivery.
4.4. Supports compliance through automatic data integration (HIPAA/insurance rules).
4.5. Speeds patient and insurer payments and follow-up action.
4.6. Enables data-driven insights on collection and billing performance.