Cut billing prep time by 3 hours/week and reduce data entry errors by sending accurate statements within minutes of each visit.
~3 hrs
Saved / wk
Medium
Setup
No AI
AI
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.
~3 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Build a patient visit completion form in Cognito Forms with fields for patient name, services rendered, and provider
Step 2: Connect Cognito Forms to Make (an automation connector tool) using the form submission trigger
Step 3: Map form fields to QuickBooks Online invoice fields inside Make
Step 4: Set the automation to create a new invoice in QuickBooks Online every time a form is submitted
Step 5: Test with a sample visit entry and confirm the invoice appears correctly in QuickBooks Online
Upgrade to Plus for AI-powered step-by-step guides
See PlansCognito Forms is an online form builder that lets you create anything from simple contact forms to complex multi-page workflows with conditional logic, calculations, and payment collection — all without writing code. You drag and drop fields, set up rules for which sections appear based on answers, and embed the form on your website. The platform handles payment processing through Stripe, Square, or PayPal right inside your forms. Repeating sections let respondents add multiple items dynamically. Free tier includes unlimited forms with 500 entries/month. Paid plans start at $15/month.
Most widely used US small business accounting. Invoicing, expense tracking, payroll, tax prep, and financial reporting. Intuit Assist AI automates invoices, reminders, and cash flow insights. 750+ integrations. Solopreneur: $20/month. Simple Start: $38/month. Plus: $105/month. No free tier.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
