Automated recurring billing generation for patient services

Affected users: Medical Office Assistants (MOAs) and billing administrative staff.

Task affected: Within the Billing module, specifically when initiated from the patient file. The workflow involves manually recreating identical invoices for recurring fees (e.g., annual memberships or monthly administrative fees).

Impact: High administrative burden. Although each invoice takes only a few minutes, the cumulative time spent over a large patient base is significant. There is also a high risk of forgetting a billing cycle, leading to lost revenue for the clinic.

Current state: MOAs currently rely on manual reminders (tasks or external calendars) to prompt them to create each invoice manually when due.

Competition consideration: Standard practice in modern billing software includes automated subscription or recurring fee modules.