Purpose
1. Automate collection, processing, and visualization of billing data for allergist practices.
2. Consolidate revenue streams, claims data, patient billing, and insurance payments into real-time dashboards.
3. Reduce manual errors, speed reconciliations, enable compliance, and support financial planning.
4. Integrate allergy-specific data sources and medical EHR/EMR platforms for precise specialty analytics.
Trigger Conditions
1. New patient invoices generated in EMR or billing system.
2. Insurance remittance or EOB (Explanation of Benefits) received.
3. Month-end closing event in finance platform.
4. Scheduled reporting times (e.g., daily, weekly, monthly).
5. Significant deviations in expected claim payments or denials detected.
Platform Variants
1. QuickBooks Online
• Feature/Setting: Use "Reports API" to fetch transaction details; configure for automation on invoice finalization.
2. Xero
• Feature/Setting: “Accounting API”; trigger on new “Invoices” and “BankTransactions” for revenue logs.
3. Sage Intacct
• Feature/Setting: “General Ledger Smart Rules”; automate on journal posting to financial entities.
4. FreshBooks
• Feature/Setting: “Events API”; monitor “invoice.paid” and “payment.created” events.
5. Microsoft Dynamics 365 Finance
• Feature/Setting: “Data Management API”; schedule extraction of billing/claims records.
6. Athenahealth
• Feature/Setting: “Billing API”; invoke for updated claims, copays, and payment details.
7. Epic (Open.epic)
• Feature/Setting: “BillingResources FHIR API”; pull charge or remittance JSON via secure client credentials flow.
8. Cerner Millennium
• Feature/Setting: “Millennium Revenue Cycle API”; auto-pull posted charges and remittance reports.
9. Meditech
• Feature/Setting: “Data Repository ODBC/API”; schedule extraction of patient statements and payment data.
10. Greenway Health
• Feature/Setting: “Intergy API Reporting”; trigger on “Financial Summary” data refresh.
11. Salesforce Health Cloud
• Feature/Setting: “Reports & Dashboards API”; automatically refresh allergy billing dashboards on status changes.
12. Google Sheets
• Feature/Setting: “Sheets API”; auto-update rows for new payments, claims, and denials.
13. Power BI
• Feature/Setting: “Push Datasets API”; upload summary financial metrics in near real-time.
14. Tableau
• Feature/Setting: “REST API Webhooks”; push up-to-date revenue data after every batch process.
15. Looker Studio
• Feature/Setting: “Data Connector API”; scheduled pipeline pulls for updated datasets from EHR/billing.
16. Zoho Books
• Feature/Setting: “Invoice API” and “Reports API”; auto-query receivables and aging invoices.
17. NetSuite
• Feature/Setting: “SuiteAnalytics Connect”; schedule export based on GL event triggers.
18. Bill.com
• Feature/Setting: “Webhook event API”; trigger on payment received or processed.
19. SAP S/4HANA
• Feature/Setting: “Financial Statement API”; automate pulls for revenue and expense line items.
20. Oracle Cloud ERP
• Feature/Setting: “Report APIs”; configure to stream summary billing and claim settlements.
21. Kareo
• Feature/Setting: “Billing API”; pull detailed “Payments” and “Outstanding Claims” when statuses change.
22. AdvancedMD
• Feature/Setting: “AdvancedAPI Billing/Payments”; scheduled or event-based extraction of account summaries.
23. eClinicalWorks
• Feature/Setting: “Reporting API”; routine report pulls for charges/payments/adjustments.
24. Domo
• Feature/Setting: “Domo Workbench API”; batch upload normalized and aggregated data from financial sources.
Benefits
1. Eliminates manual spreadsheet work for allergist revenue cycles.
2. Achieves real-time financial visibility and cashflow forecasting.
3. Reduces insurance/claims delays through faster discrepancy detection.
4. Simplifies compliance/audit reporting and specialty-specific drilldown.
5. Frees staff from repetitive data tasks, allowing focus on patient service and analysis.
Billing & Revenue Cycle Automation