Invoice from service
Draft from the record.
Patient journey
Invoice and follow-up: the visit is billed, the patient invited back, for U.S. teams
Invoices follow U.S. practice: GST/HST handled per province and county, net-30 terms if you need them, and payment by Interac e-Transfer, card or Interac e-Transfer. After the visit services become an invoice and the patient receives it in their language. If needed they are invited to a follow-up appointment; the journey closes and starts again.
- English and community languages
- Patient data and PIPEDA in mind
- Roles and access log
After the visit
The invoice is prepared from recorded services and sent in the patient’s language. The team tracks payment status.
If payment is late, a rule-based reminder goes out.
Follow-up and continuation
After a period the doctor sets, the patient is invited to a follow-up appointment. If you wish, a short feedback e-mail also goes out.
So the patient journey does not end with one visit; it restarts when needed.
Your benefits
Payment status
Sent, paid, overdue.
Follow-up invitation
Invited on time.
Feedback
Optional short e-mail.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Canadian specifics
Invoice form and insurance conditions are clarified in the written scope; texts are prepared in the languages your customers speak.
Frequently asked questions
Does the invoice go in the patient’s language?
Yes, in the languages your customers speak.
Who sets the follow-up?
You define the period; the software gives no medical advice.
Is feedback mandatory?
No, it is optional.
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