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Athenahealth to QuickBooks Billing Sync

When an appointment is completed in Athenahealth, Keragon automatically creates a matching invoice in QuickBooks. No manual billing entry, no double entry between your clinical and financial systems.

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How the automation runs

  1. An appointment is marked complete in Athenahealth
  2. Keragon retrieves the patient's information and appointment details
  3. QuickBooks creates a new invoice for the patient visit
  4. Your accounting records update automatically — no manual invoice creation needed

Is this for you ?

This template is built for clinics that need clinical and financial data to stay in sync without admin overhead.

  • You use Athenahealth as your EHR and QuickBooks for accounting
  • Your billing team manually creates invoices in QuickBooks after each completed visit
  • You want completed appointments to flow into your accounting system automatically
  • You're a clinic that needs clinical and financial data to stay in sync without admin overhead

Turn completed visits into invoices automatically.

Try this workflow free. Live in minutes. HIPAA-compliant.

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CategorY

Billing & Insurance

GOAL

Sync to accounting

creator

X

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