Automated invoice generation and payment reminders

Purpose

1.1. Automate the full cycle of invoice generation post-procedure, ensuring every patient, insurance, or other payer receives a compliant and itemized bill, specific for plastic surgery operations, consumables, and consultation fees.
1.2. Automatedly send payment reminders per the patient's agreed payment schedule, customize message content, track responses, and integrate with financial, EMR, and CRM systems.
1.3. Automating reconciliation between issued invoices and received payments, updating billing and claims records instantly, and alerting staff only when manual intervention is required.
1.4. Automate escalation when overdue payments occur, including triggering collection processes or flagging accounts.

Trigger Conditions

2.1. Entry of completed procedure in EHR/EMR system.
2.2. New claim or invoice entry in billing software.
2.3. Payment due date approaching or missed.
2.4. Patient status update to “discharged” or “completed”.
2.5. Upload or scan of insurance authorization approval.

Platform Variants

3.1. QuickBooks Online
• API: automate Invoice.create, PaymentReminder.send; configure customer email template.
3.2. Xero
• API: Invoices endpoint with automated reminders and status checks; configure repeating invoice setup.
3.3. FreshBooks
• Function: automate Invoice.send, automated PaymentReminder configuration.
3.4. Zoho Books
• API: Invoices module with Automations > Payment Reminders setting.
3.5. Stripe
• API: automate /v1/invoices, /v1/reminders; set up automated dunning rules.
3.6. PayPal
• API: /v2/invoicing/invoices, automate Invoice.send and webhook triggers.
3.7. Square
• Endpoint: automate Invoices API with automatic payment reminders setting.
3.8. Athenahealth
• API: Billing > Automate createInvoice, Reminders using Patient Notifications setting.
3.9. Kareo
• API: automate Encounter to Statement workflow; automated balance notification trigger.
3.10. AdvancedMD
• API: automate charge posting, billing rules; set Billing Reminders in Scheduling module.
3.11. DrChrono
• API: automate /invoices, email_reminder configuration.
3.12. Greenway Health
• Feature: automate Billing Workflow Rules, Patient Communication Reminders.
3.13. Medisoft
• API: automate Claims/Statements batch creation, auto-reminder plugin configuration.
3.14. Salesforce Health Cloud
• API: automate Billing Object, configure Workflow Rules with Chatter/email/SMS actions for reminders.
3.15. Microsoft Dynamics 365 for Healthcare
• API: automate Invoice entity; set up Power Automate for payment reminders.
3.16. eClinicalWorks
• API: automate Billing module; integrate with auto-reminder messaging system.
3.17. HubSpot
• Workflow: automate Invoice pipeline; set up workflow triggers to send payment reminders via email/SMS.
3.18. Twilio SMS
• API: automate SMS send via programmable messaging for overdue reminders.
3.19. SendGrid
• API: automate transactional email for invoices and payment reminders.
3.20. DocuSign
• API: automate sending signed invoices attached to payment reminder emails.
3.21. Google Workspace (Gmail/Sheets)
• API: automate Gmail for reminders; Sheets for invoice templates, auto-mail merges.
3.22. Slack
• API: automate Slack Bot notifications for internal billing team alerts.
3.23. SAP Concur
• API: automate Invoice Management module triggers for reminders.
3.24. Mailgun
• API: automate scheduled and recurring invoice and reminder email campaigns.
3.25. Monday.com
• API: automate workflow to move billing items to reminders board, trigger email/SMS/Slack reminders.

Benefits

4.1. Automatedly eliminates manual billing errors by standardizing invoice creation processes.
4.2. Automates timely follow-up with patients and insurance, reducing delayed or missed payments.
4.3. Boosts clinic cash flow and minimizes accounts receivable by automating reminders and escalations.
4.4. Enables scalable, consistent billing operations as the patient base grows.
4.5. Frees staff to focus on care and compliance, not repetitive billing tasks, by automating routine activities.
4.6. Integrates seamlessly with EMRs, financial, and CRM platforms for end-to-end process automation.
4.7. Improves patient satisfaction with clear, automated communications and fewer billing surprises.