Automated billing statement generation and delivery

Purpose

1.1. Automate the generation, formatting, and secure delivery of hyperbaric medicine billing statements, ensuring accurate accounts receivable, minimized manual intervention, and automated compliance with healthcare billing standards (e.g., CPT, ICD-10).
1.2. Automates sending individualized statements to patients, insurance providers, and accounting teams, aligning automated data pulls from EHR/EMR systems with payment and treatment records.
1.3. Reduces human error, automates recurring statement cycles, expedites revenue cycles, and automatedly provides billing insights for management and audit.

Trigger Conditions

2.1. New patient treatment session recorded or closed in EMR/EHR system.
2.2. Insurance claim submission detected as complete.
2.3. Month-end or pre-defined billing cycle date/time reached (scheduled automation).
2.4. Manual input/approval triggers statement release.
2.5. Automated flag for overdue account or failed payment.

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: Automated Invoice Creation via Invoices API — configure workflow to generate invoices upon new patient entry or billing closure event.

3.2. Xero
• Feature/Setting: Automated Bill Generation API — set up to trigger when new healthcare transaction data is logged, invoices generated/sent instantly.

3.3. Zoho Books
• Feature/Setting: Recurring Invoice Automation — use Zoho Invoice API to schedule and automate statements for ongoing treatments.

3.4. Stripe
• Feature/Setting: Billing/Invoices API — automate statement creation when payment intent status shifts to "requires_payment_method" or "succeeded."

3.5. FreshBooks
• Feature/Setting: Automated Client Billing Workflow — triggers on project or session completion, sending automated billing statements.

3.6. Wave
• Feature/Setting: Invoicing API — automate batch generation and delivery of invoices using patient ID as a trigger field.

3.7. SAP ERP
• Feature/Setting: Financial Document Automation — configures SAP S/4HANA's API for automated healthcare billing cycles.

3.8. Oracle NetSuite
• Feature/Setting: SuiteBilling Automation — use SuiteScript for automating statement generation post-encounter.

3.9. Jotform
• Feature/Setting: Form Submission Triggers — when patient billing form submitted, auto-generate and deliver billing statements via integration.

3.10. SendGrid
• Feature/Setting: Automated Email API — attaches and sends billing statement as secure PDF upon invoice ready event.

3.11. Mailgun
• Feature/Setting: Transactional Email API — automates personalized delivery of invoices post-payment processing or session close.

3.12. Salesforce
• Feature/Setting: Process Automation via Flows — plug in Salesforce Health Cloud to auto-generate statements whenever a healthcare opportunity is closed.

3.13. Epic EMR
• Feature/Setting: App Orchard API Billing Interface — configures statement auto-generation and external delivery using patient discharge signal.

3.14. Cerner EMR
• Feature/Setting: HealtheIntent API — automates statement posting/sending tied to encounter finalization.

3.15. Microsoft Power Automate
• Feature/Setting: Prebuilt Healthcare Billing Templates — link healthcare databases to auto-generate/send statements per schedule or event trigger.

3.16. Google Workspace (Gmail, Sheets)
• Feature/Setting: Apps Script Automation — creates and sends statements as attachments when billing data in Sheets is updated.

3.17. DocuSign
• Feature/Setting: Envelope Send Triggers — automates secure document sending for patient e-sign once invoice is generated.

3.18. PDF.co
• Feature/Setting: PDF Invoice Generation API — automates creation of custom PDF bills and delivery via cloud storage or email webhook.

3.19. Dropbox
• Feature/Setting: File Generation Event — add files to shared folder for automated notification to billing or patient parties.

3.20. Monday.com
• Feature/Setting: Board Automations — automates notification and statement generation via status change in case management board.

3.21. Slack
• Feature/Setting: Workflow Builder — automates sending billing statement alerts to internal teams or billing group upon creation.

3.22. Twilio
• Feature/Setting: SMS API Automation — automates sending SMS notifications with direct download links to billing statements.

3.23. HubSpot
• Feature/Setting: Workflow Automation — automates customer property update triggers to send statements through email.

3.24. Intercom
• Feature/Setting: Event-triggered Messaging — sends accounts payable reminders and attached billing statements in-app/over email.

Benefits

4.1. Automates all repetitive billing operations, reduces manual data entry, and improves payment turnaround through real-time statement delivery.
4.2. Ensures compliance with healthcare billing protocols, centralized documentation, and audit-friendly historical tracking.
4.3. Automates the monitoring of overdue or failed payments, enables escalations without human intervention, and supports customizable patient notifications.
4.4. Automated integrations with EHR/EMR, ERP, and communication channels enable seamless and accurate revenue cycle automation.
4.5. Automatedly enhances patient and provider experience by eliminating delays, automating error checks, and automating delivery confirmations.
4.6. Enables scalable, automatable workflows customized for specialized healthcare subsectors like hyperbaric medicine, ensuring business process optimization.