Automated Invoice Generation and Payment Reconciliation:

When an appointment or service is marked as completed in Tebra, an invoice is automatically generated in QuickBooks with all relevant details. Payments made by patients are synced back to Tebra, ensuring both systems reflect the latest payment status. Reduces manual entry and the chance of billing errors. Ensures financial records in both Tebra and QuickBooks are always up-to-date.

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Payment Reminders and Overdue Notifications:

If a payment is overdue, QuickBooks triggers automated reminder emails to patients, based on information synced from Tebra. Follow-up reminders can be scheduled at intervals until the outstanding balance is paid. Increases payment collection rates with consistent follow-ups. Saves administrative time by automating overdue payment reminders.

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Financial Reporting and Cash Flow Tracking:

Tebra’s billing data is automatically transferred to QuickBooks, enabling real-time tracking of revenue, expenses, and outstanding payments. QuickBooks generates financial reports (e.g., profit and loss, cash flow) based on the data, helping healthcare providers monitor financial performance. Provides actionable insights into the financial health of the practice. Simplifies tax preparation and compliance by maintaining organized financial records.