BillCo Invoicing Made Easy: Automating for Success Presented by John Gwin, Sirisha Bommireddipalli, & Vinod Sankaran
Presented to HBMA's 2026 Innovation Conference held March 9th-11th, 2026.
Presentation awards 1 CEU.
For RCM companies (“BillCos”), invoicing clients can feel like building IKEA furniture without the instructions: multiple systems, competing data sources, and legacy workarounds that don’t quite fit together.
This session tackles the messy reality of automating client invoicing—how to wrangle your EMR, PM, and billing platforms into submission, consolidate fractured data, present it clearly to clients, and ultimately get paid faster.
With real-world case studies from billing company leaders, we’ll explore 3-5 battle-tested approaches for streamlining invoicing: from scrappy manual reports to fully automated pipelines with card-on-file and recurring ACH. Whether you're billing by FTE, % collections, or time & materials, you’ll leave with practical tools to balance automation with control—and avoid invoicing-induced migraines.
Course Participants will be able to:
- Map Your Data Seamlessly – Move from PM system → analytics → invoices without manual work, and ensure accuracy.
- Format for Pricing & Payments – Create outputs that align with your pricing model, make it easy for clients to pay, and cut down on chasing unpaid invoices.
- Automate End-to-End – Streamline reporting, invoice generation, tracking, reminders, and payment collection.
- Audit & Stay Compliant – Use automation wisely, keep controls in place, and be ready for client audits.