Automated Invoice Generation and Payment Requests:

When a patient completes an appointment through IntakeQ, the system automatically generates an invoice in QuickBooks. This invoice can be sent to the patient via email with a payment link, streamlining the billing process. Reduces manual invoicing and administrative workload. Speeds up the payment process with automated requests. Ensures accurate financial records by syncing with QuickBooks.

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Payment Recording and Reconciliation:

When a patient makes a payment through IntakeQ or QuickBooks, the transaction is automatically recorded in both systems. Payments are tracked in real-time, ensuring financial records are up-to-date and reducing reconciliation errors. Keeps financial records synchronized and accurate. Saves time by automating the reconciliation process. Minimizes errors by eliminating duplicate entries.

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Outstanding Balance Reminders and Reports:

IntakeQ monitors patient appointments and triggers QuickBooks to send automated reminders for unpaid invoices. Custom reports can also be generated in QuickBooks to track outstanding balances and payment trends. Improves cash flow by reducing overdue payments. Automates patient reminders, minimizing manual follow-ups. Provides financial insights with up-to-date reporting.