Automated billing and invoice generation

Purpose

1. Automate the end-to-end billing and invoice generation for denture care centers to eliminate human error, accelerate payment cycles, and ensure accurate financial management.

2. Automatically pull completed appointment and treatment records, calculate costs, apply insurance or discounts, generate invoices, and deliver them to patients or insurance providers.

3. Automate recurring invoices for ongoing treatments or follow-up care in line with specific denture adjustments.

4. Synchronize automated billing data with accounting, CRM, and payment platforms to streamline financial operations and reporting.

5. Enable automated notifications and reminders for overdue bills or payment confirmations.

Trigger Conditions

1. Completion of a patient appointment or treatment in the practice management system.

2. Approval of insurance claims within connected dental insurance platforms.

3. Scheduled dates for recurring billing events (e.g., monthly care subscriptions).

4. Manual initiation by finance or administrative staff via integrated dashboard.

Platform Variants

1. Stripe

• Feature/Setting: API “Create Invoice” endpoint for automating invoice generation and sending upon trigger.
  

2. QuickBooks Online

• Feature/Setting: Automated “Create an Invoice” API workflow, mapped to patient records.
  

3. Xero

• Feature/Setting: “Create New Invoice” API, configured with dynamic appointment data.
  

4. Zoho Books

• Feature/Setting: “Invoices API” for automated invoice creation and emailing.
  

5. FreshBooks

• Feature/Setting: “Automatic billing” function linked to completed treatments.
  

6. Square

• Feature/Setting: “Invoices API” to automate invoice generation post-appointment.
  

7. Intuit

• Feature/Setting: “Accounting API” for automated invoice workflows and reminders.
  

8. Wave Accounting

• Feature/Setting: “Create Invoice” API for instant invoice automation.
  

9. Sage Business Cloud

• Feature/Setting: “Invoices endpoint” for automated, recurring invoice processes.
  

10. SAP Concur

• Feature/Setting: “Invoice API” for automating expense and billing generation.
  

11. Microsoft Dynamics 365 Finance

• Feature/Setting: “Sales Invoices API” for automated billing based on CRM updates.
  

12. Oracle NetSuite

• Feature/Setting: Automated “Invoice Record” creation through SuiteScript triggers.
  

13. PayPal Invoicing

• Feature/Setting: “Invoices API” for programmatic, automated billing.
  

14. Bill.com

• Feature/Setting: “Invoices endpoint” to automate AP/AR and invoice delivery.
  

15. Braintree

• Feature/Setting: “Recurring Billing API” for automated generation and sending of invoices.
  

16. HoneyBook

• Feature/Setting: “Automated invoice” feature when project status changes.
  

17. Practice Ignition

• Feature/Setting: “Proposal Accepted” automation triggers invoice generation.
  

18. Salesforce

• Feature/Setting: “Automated Billing” flow using custom Workflow Rules and the Billing module.
  

19. Odoo

• Feature/Setting: “Accounting Automation” linked to Denture Care appointment completions.
  

20. Medesk

• Feature/Setting: Automated “Invoice Generator” configuration for healthcare appointments.
  

Benefits

1. Automates financial tasks, saving administrative time and reducing manual errors.

2. Automated billing increases cash flow through faster, reliable invoice delivery.

3. Ensures compliance with healthcare billing regulations via automated audit trails.

4. Automating recurring payments supports ongoing denture care maintenance plans.

5. Advanced automators facilitate invoice tracking, payment reminders, and improve patient satisfaction.

6. Integrates automatedly with patient records and accounting, centralizing financial data.

7. Supports multi-channel automated invoice delivery (email, SMS, patient portal).

8. Boosts efficiency by removing bottlenecks related to manual invoice generation.