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Patient Responsibility Invoicing

After filtering to specific Criteria, this bot creates and emails bulk Patient Responsibility invoices.

Industry:

Finance/Accounting

All Industries

Dental

Eyecare

Physical Therapy

Medical

Behavioral Health

Function:

Accounts Receivable

Revenue Cycle Management

Steps

  1. Login to Central Reach software.
  2. Filter to predefined criteria.
  3. Bulk generate Patient Responsibility invoices.
  4. Save invoice numbers and PDF copies.
  5. Apply bulk payments.
  6. Update client notes in ABA software.
  7. Send PDF invoices via email.
  8. Update log.

Popular Applications

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

CentralReach
CentralReach
Epic
Epic
Cerner
Cerner
WebPT
WebPT
NextGen
NextGen
QGenda
QGenda
Solutionreach
Solutionreach
eClinicalWorks
eClinicalWorks
Kareo
Kareo
WellSky Personal Care
WellSky Personal Care
Meditech Expanse
Meditech Expanse
Lumary
Lumary
AccuPoint
AccuPoint
WebABA
WebABA
ClinicSource
ClinicSource
AdvancedMD
AdvancedMD
MedEZ
MedEZ
Theralytics
Theralytics
Eyefinity
Eyefinity

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