Billing & Insurance
Healthie to Quickbooks: Automated Invoice Sync for Patient Billing
When a Healthie session is complete, the invoice writes itself in QuickBooks.
Healthie
→
Keragon
→
Quickbooks
You're manually recreating billing data in QuickBooks after every patient session. Healthie has all the information — it's just not getting there automatically.
Who this is for
This template is built fo you if:
- You use Healthie for clinical operations and QuickBooks for billing and accounting
- Your billing team is manually creating invoices in QuickBooks from Healthie session data
- You want to close the gap between clinical care and financial records automatically
- You're a solo provider or small practice looking to cut billing admin overhead
How it works
- An appointment or billing event is triggered in Healthie
- Keragon retrieves the patient and session details from Healthie
- The workflow searches QuickBooks for an existing customer record for that patient
- If the customer exists, an invoice is created against their record; if not, a new customer is created in QuickBooks first
- The invoice is posted in QuickBooks with all relevant billing details from the Healthie session
Key benefits
- Healthie billing events automatically generate invoices in QuickBooks
- No manual data entry between your EHR and accounting software
- Customer records in QuickBooks stay current and deduplicated
- Faster billing cycles and fewer errors in your financial records
How to get started
1
Click “Run this workflow”
You’ll be prompted to sign up or log in to your Keragon account. Once inside, you’ll land on your dashboard with a pre-filled prompt in the AI chat.
2
Generate the workflow with AI
Click the CTA in the chat to let Keragon AI build the workflow for you automatically - no manual setup needed.
3
Review and publish
Once the workflow is generated, configure and review it in the canvas, then publish with one click. Your automation will start running immediately.
Your AI prompt
This prompt will be automatically loaded in Keragon AI. Simply run it to generate your workflow, or copy and customize it first.
When a billing event is triggered in Healthie, retrieve the appointment and patient details.
Convert the billing amount from text to a number, and map the appointment/invoice type to the corresponding QuickBooks Item ID.
Search QuickBooks for an existing customer matching the patient — if found, create an invoice against them; if not, create the customer first, then create the invoice.
Both branches must produce an invoice using the same billing fields, transformed price, and mapped item ID.
When a billing event is triggered in Healthie, retrieve the appointment and patient details.
Convert the billing amount from text to a number, and map the appointment/invoice type to the corresponding QuickBooks Item ID.
Search QuickBooks for an existing customer matching the patient — if found, create an invoice against them; if not, create the customer first, then create the invoice.
Both branches must produce an invoice using the same billing fields, transformed price, and mapped item ID.
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