Professional Services · Billing

Pre-Bill Review Distribution to Professionals

Get pre-bills reviewed and approved by the responsible professional before they go out.

Apps this needs

Billing System Time entry, pre-bills, invoices, aging and expense data for the practice. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Distributes draft pre-bills to the responsible professional ahead of the billing cycle deadline, via the billing system.
  2. Tracks review/approval status and sends reminders for outstanding reviews.
  3. Applies requested write-downs or adjustments and finalizes the bill, written to the billing system.
  4. Escalates bills not reviewed by the cycle deadline to practice management.

Data sources

Billing system pre-bill status Professional approval workflow

What it targets

  • Pre-bills reviewed before the billing deadline Target 92%
  • Billing cycle delays due to unreviewed pre-bills Target -50%