When a patient visit is marked complete in your practice management form, this workflow pulls the visit details and creates a billing summary in QuickBooks Online. You get a ready-to-send statement without manually re-entering any data.
Build a patient visit completion form in Cognito Forms with fields for patient name, services rendered, and provider
Connect Cognito Forms to Make (an automation connector tool) using the form submission trigger
Map form fields to QuickBooks Online invoice fields inside Make
Set the automation to create a new invoice in QuickBooks Online every time a form is submitted
Test with a sample visit entry and confirm the invoice appears correctly in QuickBooks Online
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut billing prep time and reduce data entry errors by sending accurate statements right after each visit.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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