Automated Invoicing for Patient Visits:

When a patient visit is completed and documented in Elation, an invoice is automatically generated and sent through QuickBooks. The integration can include services provided, applicable fees, and insurance information, ensuring accurate billing. Streamlines the billing process by automating invoice creation, reducing manual data entry, and improving the accuracy and timeliness of payments, leading to better cash flow management for the practice.

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Automated Payment Reconciliation:

Payments made by patients, either directly or through insurance, are automatically synced between QuickBooks and Elation. This ensures that the patient’s financial records in QuickBooks are updated when a payment is received, and the patient’s record in Elation reflects the payment status. Reduces the administrative burden of manually reconciling payments, minimizes errors, and provides real-time visibility into the financial status of the practice, ensuring up-to-date patient payment information.

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Automated Expense Tracking for Healthcare Services:

Automatically track and categorize expenses related to patient care, supplies, or medical services in QuickBooks, based on data from Elation. This can include staff salaries, medical equipment, and operational costs linked to patient care activities. Improves financial oversight by automating the categorization of healthcare-related expenses, helping healthcare providers easily track and manage their practice’s operational costs and profitability.