Billing, Claims, and Financial AdminPurpose
1.2. Automatedly transform billing, claims, insurance payments, write-offs, and outstanding balances into actionable insights for revenue cycle management, audit preparation, and strategic decisions.
1.3. Automate retrieval of data across EHRs, accounting systems, claims clearinghouses, and bank feeds for comprehensive visibility.
1.4. Enable automatable delivery of scheduled and on-demand reports to internal finance teams, external accountants, or regulatory authorities.
Trigger Conditions
2.2. Event-based trigger: Billing/claim submission, claim adjudication, or receipt of insurance remittance notification.
2.3. On-demand trigger: Manual request via dashboard or secure email.
2.4. API webhook: External financial system or EHR posts update, initiating automation flow.
Platform Variants
• Function/API: Reports API; configure to automate Profit & Loss and Balance Sheet export for neurology billing codes.
3.2. Xero
• Function/API: Report endpoint; automate customized financial statement generation filtered for neurology practice.
3.3. Sage Intacct
• Feature: Financial Reports module API; automatedly extract period-end summaries for submitted and paid claims.
3.4. NetSuite
• Function: SuiteAnalytics Connect; set up automatable data exports for neurology income statements.
3.5. Google Sheets
• Feature: AppScript triggers or Sheets API; automate population and sharing of transaction-ledger summaries.
3.6. Microsoft Excel Online
• Function: Excel REST API; automate updating embedded financial models for insurance reimbursements.
3.7. Zoho Books
• Function: Reports API; automate delivery of receivables/payables dashboards filtered by payer.
3.8. FreshBooks
• Feature: Automated report emails; configure for neurology practice group revenue and claims reports.
3.9. Stripe
• Function: Reports API and Balance object; automate reconciling payment receipts against EHR billing exports.
3.10. Square
• Feature: Transactions API; automatedly generate daily sales and reconciliation reports.
3.11. Athenahealth
• Function: Reports API; automate claim-level analysis for billing performance.
3.12. Kareo
• Feature/API: Financial Reports endpoint; automate physician revenue and claim denial tracking.
3.13. AdvancedMD
• Function: Financial Reports API; automate claim settlement and payment trend summary extraction.
3.14. eClinicalWorks
• Feature: Financial Reporting API; automate generation of detailed encounters-to-payment breakdowns.
3.15. Epic (via App Orchard)
• Function: Reporting Workbench API; automatedly schedule claim audit report runs for neurology units.
3.16. Cerner Millennium
• Feature: Open Developer Experience (Code) API; automate extraction of insurance billing reports.
3.17. Meditech Expanse
• Feature: DR (Data Repository) API; configure automator for monthly financial summary generation.
3.18. SAP Concur
• Function: Expense and Report APIs; automate import and reconciliation of neurology-related expenses.
3.19. Wave Accounting
• Feature: Report Export API; automated generation and delivery of neurology budget variance reports.
3.20. Oracle Fusion Cloud ERP
• Feature: Financial Reporting Center API; automate configuration for regulatory and claims compliance reporting.
Benefits
4.2. Automated systems enable real-time visibility into neurology practice cash flow and claims status.
4.3. Automation provides audit-ready, compliant financial data for regulatory and accreditation requirements.
4.4. Automatable workflows improve staff efficiency by focusing only on exceptions and review tasks.
4.5. Automated delivery ensures secure, consistent distribution to stakeholders and external auditors.