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Automated invoice generation and payment tracking

Purpose

1.1 Automate the generation of patient transport invoices and track payment status to ensure regulatory compliance, minimize billing errors, and accelerate revenue cycles in ground ambulance services.
1.2 Streamline data capture from trip sheets, dispatch logs, and EHRs, auto-populating invoices with patient, payer, mileage, and service level details.
1.3 Integrate collected data with medical billing, accounting, and payment platforms for real-time reconciliation, payment reminders, and compliance-driven reporting.

Trigger Conditions

2.1 Completion of patient transport with digitally signed trip report.
2.2 Submission of electronic health record (EHR) or incident log.
2.3 Scheduled batch trigger (e.g., daily or shift-based automated runs).
2.4 Receipt of dispatch data from CAD or telephony systems.
2.5 Payment status updates from payer integration (e.g., insurer or government).

Platform Variants

3.1 QuickBooks Online
• Feature: Invoice API.
• Setting: Configure API to create invoices from transport data; map service/mileage codes to QuickBooks items.
3.2 Xero
• Feature: Create Invoice endpoint.
• Setting: Auto-populate fields using patient/transport payload, schedule payment term, assign invoice branding.
3.3 FreshBooks
• Feature: Invoice Creation API.
• Setting: Receive transport entries, auto-assign client, set recurring or one-off billing.
3.4 Zoho Books
• Feature: Invoices API.
• Setting: Integrate with patient record management for line-item detail insertion.
3.5 Sage Intacct
• Feature: Order Entry API.
• Setting: Trigger invoice creation on new “service rendered” event, specify custom fields for EMS.
3.6 Epic EHR
• Feature: External Billing API.
• Setting: Extract transport charges, push invoice data to connected billing endpoints.
3.7 MEDITECH
• Feature: Billing Integration API.
• Setting: Scheduled extraction post-transport, relay invoice-ready payload to accounting system.
3.8 Kareo
• Feature: Invoice API.
• Setting: Sync dispatch-to-invoice with payer eligibility check before submission.
3.9 Stripe
• Feature: Invoices API.
• Setting: Auto-create payment requests from completed rides, trigger follow-up reminders.
3.10 PayPal
• Feature: Invoicing API.
• Setting: Generate invoices from trip reports, send for online payment.
3.11 Square
• Feature: Invoices API.
• Setting: Create EMS-specific invoice templates, automate after trip document completion.
3.12 SAP Concur
• Feature: Invoice Processing API.
• Setting: Integrate EMS service charges for expense tracking and payables.
3.13 Microsoft Power Automate
• Feature: Cloud Flow—HTTP, Excel, and Outlook connectors.
• Setting: Monitor Excel/EHR for new cases, auto-build and email invoices.
3.14 Salesforce
• Feature: Billing & Opportunity APIs.
• Setting: Link case resolution to invoice trigger, auto-assign accounts, report payment status.
3.15 ServiceTitan
• Feature: Invoicing and Payment API.
• Setting: Map EMS transports to preconfigured service codes for invoice generation.
3.16 Oracle NetSuite
• Feature: Invoice Record API.
• Setting: Integrate trip/incident management, create and track AR records.
3.17 Medisoft
• Feature: Billing API.
• Setting: Route trip and patient data to generate invoices, set up recurring billing.
3.18 Google Sheets
• Feature: Apps Script/Sheets API.
• Setting: On new row (trip), trigger script to email or sync a preformatted invoice.
3.19 Trello
• Feature: Card Automation/Power-Up.
• Setting: Card move on “ready for billing” initiates invoice webhook call.
3.20 ADP
• Feature: Workforce Management API.
• Setting: Cross-link staff log times for labor/service billing line integration.

Benefits

4.1 Eliminates manual entry, reducing risk of compliance errors in emergency service billing.
4.2 Ensures faster, more accurate payment and revenue cycle turnarounds.
4.3 Enables transparent audit trails for regulators, auditors, and insurers.
4.4 Provides scalable solution for sudden call volume surges or contract/billing model changes.
4.5 Delivers real-time visibility and analytics on unpaid transports, payer mix, and operational cash flow.

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