Turn patient bookings into invoices sent by email automatically

Calculates treatment costs, emails a professional invoice, and logs every payment in Google Sheets.

How the work actually flows

It branches. Exactly one path is taken; a person is alerted when a step fails.

Pattern: Sequence (1) · Exclusive Choice (4)

flowchart TD trig>"patient submits billing form"]:::trig s0["calculate treatment cost"]:::task s1["check for missing info"]:::task trig --> s0 s0 --> s1 gx{"× is required info complete"}:::gate s1 --> gx p00["send invoice email"]:::task gx -->|"info complete"| p00 p01["log to billing sheet"]:::task p00 --> p01 p10["alert staff via Slack"]:::task gx -->|"info missing"| p10 p01 --> out p10 --> out out[/"patient invoice sent and logged"/]:::out pay{{"faster accurate billing"}}:::pay out --> pay esc(("Alerts a person")):::human s1 -. "if it fails" .-> esc esc -.-> out classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA personOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationSpreadsheet & Database OpsSurvey & FeedbackFinance & Accounting
Connects
GmailGoogle SheetsSlack
Featured in

The problem it solves

You spend time manually calculating treatment costs, typing up invoices, and copying billing details into a spreadsheet for every patient visit. Mistakes creep in when pricing is done by hand, and patients wait longer for their invoice than they should.

Who it fits

A medical clinic, telehealth service, or billing office that invoices patients for treatments.

How it works

  1. A patient submits a billing form with their name, visit date, and treatments received
  2. The system calculates the total cost based on your treatment price list
  3. Gmail sends the patient a personalized invoice automatically
  4. Google Sheets logs the invoice number, patient details, and total for your records
  5. Slack alerts your staff if any required patient information is missing
Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

per week
minutes
$ per hour
0Hours freed per month
0Value per year at your hourly cost

Assumes your treatment price list is accurate and that freed staff time is put to other work.

What you get

A patient invoice email and an updated billing log in Google Sheets.

What you need

A Google Workspace account (Gmail and Sheets) and, optionally, a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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