Use Make to check your QuickBooks Online accounts receivable (money owed to your practice) daily and automatically create a task in Todoist for any patient balance over a set dollar amount. Your billing team always knows exactly who to call — without digging through reports.
Connect QuickBooks Online to Make using the QuickBooks module
Set a daily schedule trigger in Make to search for open invoices over your chosen balance threshold (for example, $150)
Add a filter step in Make so only invoices past 14 days due are included
Connect Make to Todoist and create a new task for each flagged account, including the patient name and balance amount
Assign those Todoist tasks to your billing staff member so they appear in their daily task list
Test by creating a sample overdue invoice in QuickBooks Online and confirming the task appears in Todoist
Create a free account to get the steps written out for your tools, click by click.
Create a free accountRecover more on overdue patient balances by making sure your team contacts high-balance accounts quickly.
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