Billing, Payments & FinancePurpose
1.2. Automates extraction of billing data, payment records, expense tracking, insurance claims outcomes, and revenue cycle analytics from disparate systems.
1.3. Enables automated delivery of financial summaries to stakeholders, including clinic management, accountants, and auditors, in scheduled intervals or on demand.
1.4. Supports automating compliance checks and audit trails, automating notifications for anomalies, and automating direct uploads to accounting platforms.
1.5. Ensures all financial information is collated and standardized for regulatory reporting, tax declarations, and performance assessments in the dental radiology sector.
Trigger Conditions
2.2. Automate on completion of billing cycle or when new payment is logged in PMS (Practice Management System).
2.3. Automated triggers via incoming insurance remittance advice.
2.4. API trigger from a third-party accounting or EHR system for on-demand reporting.
2.5. File upload event (e.g., CSV, Excel) to a cloud folder monitored by the automator.
Platform Variants
• Feature/Setting: AutomateInvoices API – automates extraction and reconciliation of invoice data for report compilation.
3.2. Xero
• Feature/Setting: Reports endpoint – automates fetching of P&L, balance sheet, and cash flow statements.
3.3. Sage Intacct
• Feature/Setting: Financial Reports module API – automates scheduled export of custom financials for consolidation.
3.4. FreshBooks
• Feature/Setting: Automated Report Emails – configure repeated dispatch of billing and expense reports.
3.5. Zoho Books
• Feature/Setting: Financial Reports API – automates automated data pulls into internal dashboards.
3.6. NetSuite
• Feature/Setting: Saved Searches Automation – automates dynamic report generation and PDF/email delivery.
3.7. Microsoft Power BI
• Feature/Setting: Scheduled refresh and Publish-to-Web – automates real-time dashboard updates for financial KPIs.
3.8. Google Sheets
• Feature/Setting: Apps Script triggers – automates parsing and formatting of uploaded CSV billing exports.
3.9. SAP Business One
• Feature/Setting: Report Scheduling – automates export and distribution of analytic finance packets.
3.10. Oracle Fusion Cloud
• Feature/Setting: OTBI (Oracle Transactional Business Intelligence) API – automates scheduled finance data pulls.
3.11. Salesforce
• Feature/Setting: Scheduled Reports – automates delivery of payment and collections data from CRM.
3.12. Epic Systems
• Feature/Setting: Bridges API – automates push of payment and insurance EOB into reporting templates.
3.13. Dentrix Ascend
• Feature/Setting: Automated Report Runner – automates scheduled export of billing statistics and AR details.
3.14. Open Dental
• Feature/Setting: Daily Report Automation feature – automates direct email of custom finance reports.
3.15. Athenahealth
• Feature/Setting: Financial Analytics API – automates integration for recurring revenue and collections reporting.
3.16. Stripe
• Feature/Setting: Balance Reports API – automates periodic pulls of payment summaries for dental imaging workflows.
3.17. PayPal
• Feature/Setting: Transaction Report Download API – automates fetching of fee breakdowns for bookkeeping automation.
3.18. Square
• Feature/Setting: Financial Reporting endpoint – automates scheduled sales analytics exports for reconciliation.
3.19. Intuit
• Feature/Setting: Finance Reports API – automates custom report pulls for tax and audit purposes.
3.20. Amazon S3
• Feature/Setting: Event trigger on file upload – automates pickup and parsing of batch finance data files.
Benefits
4.2. Accelerates audit readiness with automated audit trails and document storage.
4.3. Streamlines automatable compliance, tax, and revenue cycle management for healthcare providers.
4.4. Enables faster, automatedly scheduled analytics for business health and decision-making.
4.5. Securely automates data flows between PMS, finance, and analytics systems, increasing actionable insights.