Transforming Financial Reconciliation for Healthcare Professionals

mbSolutioneers, a leader in financial automation for the healthcare industry,
has officially launched AutoSyncQB, a cutting-edge solution that seamlessly syncs AdvancedMD with QuickBooks, eliminating manual data entry and reducing human error. Developed by Dawn Scranton and her team, AutoSyncQB is already delivering significant time savings and improved accuracy for healthcare providers, as evidenced by early adopters like Fairwinds, a non-profit agency that has benefited from this innovative technology.

This interface has worked flawlessly, eliminating countless hours of manual data entry and human error,” says Kristie Wilson, Operations Director at Fairwinds. “By using these specialized programs, Fairwinds is saving time and money while minimizing human error.


4 Key Features of AutoSyncQB:

Automated Revenue & Deposit Sync

Track payments, deposits, and write-offs by CPT code in real time

Error-Free Reconcilitation

Improve accuracy and eliminate discrepancies

Time-Saving Efficiency

No more double data entry between AdvancedMD and QuickBooks

Seamless Integration

Works with QuickBooks Online and Desktop for effortless financial management


Expanding Possibilities: Beyond Financial Sync with AutoSyncMD

Fairwinds has also leveraged mbSolutioneers’ expertise to automate the creation of charge slips in AdvancedMD for critical CPT codes (e.g., 90834, 99214). By automating all the necessary steps i.e. verification that clinical notes are complete, signed, verifying and adding carrier requirements, modifiers, etc – while generating charge slips, saving hours of skilled labor.

Thanks to Dawn and her team, we are using cutting-edge technology to solve some of our most pressing problems,” Wilson adds.

With AutoSyncQB and AutoSyncMD, medical professionals can focus more on patient care and less on bookkeeping.

mbSolutioneers also has in development, the same automations for all the major EMR’s and accounting platforms, ie. ModMed, AthenaHealth, NetSuite and Sage Intacct.s

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