Automated Invoice Generation and Synchronization:

When a treatment or consultation is completed in PatientNow, QuickBooks automatically generates an invoice using the recorded service details. This invoice is synced with the client’s accounting records in QuickBooks, ensuring accurate financial data and reducing manual entry errors. Enhances billing efficiency and maintains up-to-date financial records.

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Expense Tracking and Reconciliation:

Upon recording a purchase or expense in PatientNow, QuickBooks automatically logs and categorizes these transactions. This automation ensures that all expenses related to patient care and clinic operations are accurately tracked and easily reconciled with bank statements. Streamlines financial management and aids in budget planning.

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Payment Reminders and Collections:

When a payment due date approaches for an invoice generated in PatientNow, QuickBooks automatically sends reminders to clients. These reminders are scheduled based on predefined intervals, helping to ensure timely collections and reducing outstanding receivables. Improves cash flow management and reduces administrative workload related to payment follow-ups.