
Automation engines
Reminders and recalls, cards that move when patients progress, and billing and clinical status that follow the consult. Build the journey yourself, or describe it and review the draft.
We will walk through a recall, a board move and an automatic invoice line on your kind of caseload.
Category
Clinical & Billing
Clinical & billing

| What it does | When a consult starts, or a prescription, lab, procedure or vaccination is added, matching charges go onto the draft invoice. These are live billing rules, not a delayed overnight job. |
|---|---|
| Why it's worth it | Checkout matches the consult. Fewer missed fees, less typing at the desk. |
| Cost to turn on | Included in the core PMS. Toggle each rule on or off in Business Rules. |