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Patient Invoicing & Statements

At the end of each month, this bot generates and sends invoices for prior month and outstanding balance statements to each account.

Function:

Accounts Receivable

Revenue Cycle Management

Steps

  1. Login to application.
  2. Set predefined filters for the prior months’ invoices.
  3. Generates each invoice one-by-one.
  4. Updates each claim with “Private” and selects the date and Lockbox payment type.
  5. Download all of the invoices as PDFs.
  6. Downloads the billing reports and the contacts document.
  7. Consolidates the reports into a Google Sheet invoice template.
  8. Match the contact information with the outstanding invoices and check to ensure contact information has the correct address information.
  9. Upload the invoice to the payments section in Waystar to send out invoices to all of the patients with outstanding balances.

Popular Applications

Our services are not limited to these applications. This automation is available for any cloud based application.

Epic

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Epic

Cerner

Cerner
Cerner

WebPT

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WebPT

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NextGen

QGenda

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QGenda

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Solutionreach

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eClinicalWorks

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WellSky Personal Care

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WellSky Personal Care

Meditech Expanse

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Lumary

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Lumary

WebABA

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WebABA

ClinicSource

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ClinicSource

AdvancedMD

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AdvancedMD

MedEZ

MedEZ
MedEZ

Waystar

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Waystar

Eyefinity

Eyefinity
Eyefinity

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