Billing & PaymentsPurpose
1.2. Ensure real-time financial oversight to support regulatory compliance, audit preparedness, and efficient cash flow management.
1.3. Streamline data consolidation across care plans, insurance claims, Medicaid/Medicare payments, and private payers.
Trigger Conditions
2.2. Payment posted or claim processed in care management or accounting system.
2.3. Manual request by authorized staff via secure dashboard or chatbot.
2.4. Scheduled reporting triggers (mid-month, end-of-month, quarter-end).
Platform Variants
• Feature/Setting: Reports API – GET /v3/company/
• Configure with date range and custom fields for billing types.
3.2. Xero
• Feature/Setting: Reports endpoint – GET /reports/ProfitAndLoss
• Filter by tracking category for care service lines.
3.3. FreshBooks
• Feature/Setting: Accounting Reports API – GET /accounting/account/${accountId}/reports/profit_loss
• Include custom parameters for payer type.
3.4. Sage Intacct
• Feature/Setting: Custom Report Writer – create and schedule financial summary report via XML API.
• Map account codes to care services.
3.5. Microsoft Dynamics 365 Finance
• Feature/Setting: Financial Reporting API – invoke /data/FinancialReports endpoint with department filter.
3.6. Zoho Books
• Feature/Setting: Reports API – GET /reports/profitandloss
• Use custom fields for client/payer segments.
3.7. NetSuite
• Feature/Setting: SuiteAnalytics Reports – REST API call to /reports/financials/income_statement
• Layer with subsidiary or class filter.
3.8. SAP Business One
• Feature/Setting: Service Layer – POST to /FinancialReportsService_GeneratePLReport
• Configure segment for adult foster care.
3.9. Oracle Fusion Cloud Financials
• Feature/Setting: BI Publisher Report Service – schedule and call REST API for financial summary.
3.10. Wave Accounting
• Feature/Setting: Business Reports API – GET /businesses/{business_id}/reports/income-statement
3.11. Blackbaud Financial Edge NXT
• Feature/Setting: General Ledger Reports API – GET /api/billing/income-summary
3.12. MYOB
• Feature/Setting: Reports API – GET /reports/income_statement
• Use filters for care unit.
3.13. Kashoo
• Feature/Setting: Financial Reports – GET /reports/income
3.14. Intuit Mint for Business
• Feature/Setting: Transaction Export API – GET /financials/summary
• Auto-filter for social service payments.
3.15. Bill.com
• Feature/Setting: Custom Reports – GET /reports?type=paymentsummary
3.16. PayPal Business
• Feature/Setting: Transaction Search API – POST /v1/reporting/transactions with date, payer type filters.
3.17. Stripe
• Feature/Setting: Balance Transactions API – GET /v1/balance_transactions?type=payment
3.18. Square
• Feature/Setting: Reports API – GET /v2/reports/financials
• Category filter for care service payments.
3.19. Google Sheets
• Feature/Setting: Sheets API – batchGet with pivot tables for financial data integration.
3.20. Microsoft Excel Online
• Feature/Setting: Graph API – GET /me/drive/items/{item-id}/workbook/worksheets/{worksheet-id}/range
• Auto-refresh with linked data from other apps.
3.21. Salesforce
• Feature/Setting: Reports and Dashboards API – GET /services/data/v53.0/analytics/reports
• Filter opportunities/invoices by care service account type.
Benefits
4.2. Reduces manual errors, increases speed of report availability, and supports regulatory audits.
4.3. Allows faster tracking of billing cycles, payment gaps, and aids in strategic planning for care services.
4.4. Provides customizable, scheduled, or on-demand access for authorized personnel.
4.5. Enhances service transparency for stakeholders while saving administrative labor.