Update client billing record and notify team after payment
Update client billing record and notify team after payment
Your patient payments and billing sheets fall out of sync, delaying reconciliation and follow-up. This creates updated client balances and a team alert so billing can reconcile same day.
Overview
Patient payments must flow into your billing records so your small finance team can reconcile and file claims without delay. This flow writes payments to your master sheet, updates client balances, and alerts staff so reconciliations can finish same day.