The Accounts Receivable (Invoices) Resource enables healthcare providers to manage their invoices, representing accounts receivable for services rendered. The API allows for creating, updating, retrieving, and deleting invoices, as well as attaching additional information (e.g., files or comments) to them. This resource is essential for tracking outstanding balances, managing cash flow, and requesting cashout advances on pending invoices.
During the onboarding process, providers receive credentials for machine-to-machine (M2M) authentication (client_id and client_secret), as well as user accounts for accessing the web platform. Each credential set—whether for API or web access—is uniquely associated with the provider in our system. The invoice data source (ERP, RCM, or Claims) is pre-configured within the platform based on the provider’s settings.
As a result, the platform automatically determines the provider and data source for all invoices based on the access token received with each request. This approach streamlines requests by eliminating the need to specify provider or data source information, as they are inferred from the token’s configuration.
This section includes the endpoints for managing accounts receivable invoices.