Payment and package billing covers checking prepaid balances, verifying insurance, charging the correct amount, and recording the sale in accounting software. Manual re-entry across a spreadsheet, payment terminal, and accounting system creates duplicate work and daily reconciliation headaches.
The automated version calculates the amount owed, charges the card, creates the invoice, and sends the receipt in one pass. It also matches deposits against accounting entries and flags declined payments the same day instead of days later.
The full workflow, from trigger to completion.
Logs the checkout and starts the billing workflow immediately.
Front desk coordinator confirms eligibility only when the visit is billed to insurance rather than a package or card on file.
The billing checks remaining package visits and works out the patient's exact responsibility.
The automation charges the card on file for the calculated amount.
The automation generates the matching invoice and marks it paid automatically.
The automation sends the receipt and updated package balance to the patient right away.
The automation matches the day's deposits against entries and flags mismatches.
The automation posts the reconciliation summary and any declined payments to the office channel.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.