Connect Canvas Medical to Quickbooks and create healthcare automations

Automated Invoice Generation for Completed Consultations:

When a patient consultation is marked complete in Canvas Medical, QuickBooks automatically generates an invoice based on the services rendered during the session. This invoice is then sent to the patient or their insurance provider. This automation reduces manual entry errors, streamlines the billing process, and ensures timely payments.

​

Expense Tracking for Medical Supplies and Equipment:

When medical supplies or equipment are logged in Canvas Medical as used or restocked, QuickBooks automatically records the expense in the appropriate category. This ensures accurate tracking of inventory costs and helps maintain a clear financial overview. It enhances financial management by providing real-time updates on expenses related to medical supplies.

​

Revenue and Financial Reporting Automation:

When revenue is recorded in Canvas Medical from patient payments or insurance reimbursements, QuickBooks automatically updates financial reports to reflect these transactions. This integration provides up-to-date insights into practice profitability and financial health, allowing for informed decision-making and strategic planning.