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PR

Patient Responsibility Invoicing

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

Industry:

Legal

Finance/Accounting

All Industries

Dental

Eyecare

Physical Therapy

Medical

Behavioral Health

Function:

Accounts Receivable

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.

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