Billing & Revenue Cycle AutomationPurpose
1.2. Ensure HIPAA-compliant transmission of sensitive billing information via secure digital channels.
1.3. Enable scalable, timely, and auditable document flows for both patient self-pay and insurance claims.
1.4. Integrate with Electronic Health Records (EHR), practice management systems, and payment gateways.
1.5. Streamline notifications and reminders for overdue payments, improving overall revenue cycle performance.
Trigger Conditions
2.2. Generation or update of an invoice in the billing system.
2.3. Recording of payment (full/partial) from patient or insurance.
2.4. Scheduled batch delivery (e.g., end-of-day invoice bulk send).
2.5. Status change in claim adjudication workflows.
2.6. Manual trigger by billing or front desk staff.
Platform variants
• Feature/Setting: Transactional Mail API — configure SMTP or REST for invoice/receipt email delivery.
• Example: Set up dynamic templates; trigger on invoice object creation with patient email as recipient.
3.2. DocuSign
• Feature/Setting: eSignature Envelope API — send secure, timestamped PDFs for invoice delivery.
• Example: Auto-generate envelope with invoice PDF, assign recipient, mark as completed on open.
3.3. QuickBooks Online
• Feature/Setting: Invoice API endpoints — auto-generate and email invoices from completed charge items.
• Example: Map EHR billing output to Invoice.Create, trigger Invoice.Send via API.
3.4. Xero
• Feature/Setting: Invoices endpoint — push new invoice data and email on approval.
• Example: Configure webhooks from EHR to trigger POST /invoices and subsequent email action.
3.5. Stripe
• Feature/Setting: Invoice finalization webhook — on paid or finalized invoice, auto-email receipt.
• Example: Listen to invoice.paid event; use /v1/invoices/{id}/send for digital receipt.
3.6. PayPal
• Feature/Setting: Invoicing API — create and send invoices or receipts automatically on transaction complete.
• Example: Integrate with back-end to call /v2/invoicing/invoices and /send endpoints.
3.7. Zoho Books
• Feature/Setting: Invoice Automation — API call to create/send invoice and automate PDF attachment via email.
• Example: Trigger on EHR completion; call createinvoice, then emailinvoice API.
3.8. Salesforce Health Cloud
• Feature/Setting: Process Builder/Flow with Email Alerts — auto-email invoice/receipt upon stage changes.
• Example: Map billing status change to trigger Process Builder action.
3.9. Microsoft Dynamics 365 Business Central
• Feature/Setting: Automation flows using Power Automate — initiate invoice email when payment is posted.
• Example: Configure invoice posted trigger to generate and email PDF via Outlook API.
3.10. FreshBooks
• Feature/Setting: Automated invoicing/send receipt — API integration to batch send based on triggers.
• Example: Use client billing event to auto-trigger POST /invoices/email.
3.11. Square
• Feature/Setting: Invoice API — automate invoice and receipt sending upon completed appointments.
• Example: Use CreateInvoice and SendInvoice API endpoints for delivery on schedule.
3.12. Bill.com
• Feature/Setting: API — generate invoice/receipt on workflow event and auto-email to patient/insurer.
• Example: Integrate with EHR to trigger bill.create and bill.send actions.
3.13. SAP Concur
• Feature/Setting: Invoice Processing — automated distribution via integrated email system.
• Example: Use POST /invoices endpoint; auto-route documents for delivery via email.
3.14. Intuit Mailchimp
• Feature/Setting: Transactional API/Mandrill — batch send receipts or invoices to segmented lists.
• Example: Template for patient receipts, dynamically triggered by payment event.
3.15. Google Workspace (Gmail API)
• Feature/Setting: SendMail endpoint with PDF attachments triggered on invoice generation event.
• Example: Auto-generate email with invoice PDF on EHR billing complete.
3.16. Slack
• Feature/Setting: Webhook/API to notify billing team of invoice/receipt status change or failed delivery.
• Example: Trigger Slack notification with patient/invoice details on document delivery failure.
3.17. Oracle NetSuite
• Feature/Setting: SuiteScript/API — schedule invoice email after saved record creation.
• Example: Auto-email Invoice record on save with SuiteScript trigger.
3.18. Medisoft
• Feature/Setting: Automated Reports/Statements module — configure for auto-email on billing events.
• Example: Map appointment complete event to auto-generate/send receipt.
3.19. eClinicalWorks
• Feature/Setting: Billing Integration API — trigger invoice delivery on claim posting within portal.
• Example: Web service to generate/send patient statement after insurance adjudication.
3.20. Athenahealth
• Feature/Setting: Medical Billing API — automate patient invoice and receipt document generation and delivery.
• Example: POST billing event to endpoint; configure system to email on posted invoice.
Benefits
4.2. Lower risk of human error in invoice and receipt handling.
4.3. Improved patient transparency and satisfaction from timely billing documents.
4.4. Quicker revenue recognition and more efficient collections workflows.
4.5. Simplified regulatory compliance through audit trails and secure document handling.
4.6. Real-time notifications and analytics on delivery and payment status.
4.7. Easier integration into broader healthcare billing systems, supporting growth and scalability.
4.8. Freeing staff for higher-value patient care and administrative tasks by removing routine document sends.