Automated Billing and Invoicing: 

When patient care activities are logged in Welkin Health, such as consultations, treatments, or follow-up care, these can automatically trigger the creation of invoices in QuickBooks. This automation reduces the time spent on manual data entry, minimizes errors in billing, and ensures timely billing to patients or insurance companies.

​

Payment Reconciliation: 

Payments received can be automatically reconciled with patient accounts and invoices in QuickBooks, including both direct payments and insurance claims. Automating payment reconciliation ensures that financial records are accurate and up-to-date, reducing the risk of discrepancies and improving cash flow management.

​

Financial Reporting and Analytics: 

Data from Welkin Health regarding patient services and financial transactions can be automatically compiled into QuickBooks for comprehensive financial reporting. This enables healthcare providers to generate detailed financial reports easily, providing insights into revenue streams, operational costs, and overall financial performance.