Automated Invoice Generation and Payment Tracking:

When an appointment is completed or a service is rendered in Charm Health, an invoice is automatically generated in QuickBooks. Patients receive the invoice via email with payment options, and their records are updated once the payment is processed. Reduces manual invoicing efforts and administrative workload. Ensures timely billing and accurate payment tracking. Provides patients with seamless payment options to reduce delays.

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Payment Reconciliation and Record Syncing:

Payments made through QuickBooks are automatically synced with Charm Health, ensuring that patient balances are updated in real time. This eliminates the need for manual reconciliation and keeps financial records aligned across both platforms. Ensures accurate financial records across systems. Saves time by automating payment reconciliation. Reduces errors in patient billing and payment status updates.

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Automated Reminders for Outstanding Balances:

Charm Health monitors patient accounts, and if payments are overdue, QuickBooks triggers automated reminder emails or SMS notifications to patients with outstanding balances. Improves cash flow by reducing overdue payments. Automates follow-ups, reducing staff workload. Increases payment compliance with timely reminders.