Automated Billing and Invoicing:

When a session is marked complete in OpenPractice, QuickBooks automatically generates an invoice based on predefined billing codes and client information. This invoice is then sent to the client, and payment status is tracked. Streamlines financial operations, reduces manual entry errors, and ensures timely billing, improving cash flow and financial accuracy.

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Revenue and Expense Tracking:

When new expenses or payments related to healthcare services are recorded in OpenPractice, QuickBooks automatically updates the financial records to reflect these changes. This includes categorizing expenses and adjusting revenue entries. Enhances financial reporting accuracy and provides real-time insights into the financial health of the practice, aiding in better financial planning and decision-making.

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Client Payment Reconciliation:

When payments are received and recorded in OpenPractice, QuickBooks automatically reconciles these payments with outstanding invoices. This process ensures that all client payments are accurately accounted for and outstanding balances are updated. Improves financial transparency and reduces the risk of discrepancies in client accounts, fostering better client trust and satisfaction.