Billing and payment processing

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Appointment completion recorded

   The workflow triggers when a veterinarian marks an appointment as completed in the practice management system. This automatically initiates the billing process for services rendered.

   AVImarkeVetPractice
2. 2

   Action

   Generate detailed invoice

   The system automatically compiles all services, medications, procedures, and products used during the visit into a comprehensive invoice. Line items are pulled from treatment records and inventory systems.

   AVImarkeVetPracticeCornerstone
3. 3

   Decision

   Check payment preference

   The workflow evaluates the client's preferred payment method and account status. It determines whether to process automatic payment, send an invoice, or flag for special handling.

   PetDeskAVImark
4. 4

   Action

   Process payment transaction

   For clients with stored payment methods, the system automatically charges the card or bank account. For others, it sends a digital invoice with payment portal link.

   PetDeskCornerstoneVetspire
5. 5

   Action

   Update patient financial records

   Payment status, outstanding balances, and transaction details are automatically recorded in the patient's financial history. Insurance claims are prepared if applicable.

   AVImarkeVetPracticeShepherd
6. 6

   Action

   Send receipt and communications

   Clients receive automated payment confirmations, receipts, and follow-up care instructions via their preferred communication channel. Outstanding balances trigger reminder sequences.

   PetDeskShepherd
7. 7

   Output

   Complete billing cycle

   The billing process concludes with updated financial records, processed payments, and scheduled follow-up communications for outstanding balances.

   AVImarkPetDesk

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