Connect Practice EHR to Quickbooks and create healthcare automations

Automated Invoice Generation and Payment Tracking:

When a patient session is completed in Practice EHR, QuickBooks automatically generates an invoice and tracks payment status. This automation assigns invoices to the appropriate patient account and updates payment status, ensuring accurate financial records. Streamlines billing processes, reduces administrative workload, and enhances revenue cycle management.

​

Expense Categorization and Reconciliation:

When expenses are recorded in Practice EHR, QuickBooks automatically categorizes and reconciles them according to predefined categories. This automation assigns expenses to the correct accounts and provides a clear financial overview for the practice. Simplifies financial management, reduces manual errors, and enhances financial reporting accuracy.

​

Revenue and Cost Analysis Reporting:

When financial data is updated in Practice EHR, QuickBooks automatically generates detailed revenue and cost analysis reports. This automation provides insights into practice profitability, allowing practitioners to make informed financial decisions. Enhances financial transparency, aids in strategic planning, and improves overall practice management efficiency.