HIPAA-compliant workflows powered by Make.com + Google Workspace
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Quick Start Guide
This interactive demo shows exactly how your automated system will work. Try each module:
1ERA Import: Click "Run ERA Import" to see claims auto-populate
2License Alerts: Pick a date and trigger the alert system
3PDF Reports: Generate a monthly report with AI summary
1
ERA 835 File Import
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Sample ERA File Ready
BlueCross_ERA_835_Nov2024.txt
1
Parsing ERA 835 format
2
Matching claim IDs
3
Calculating adjustments
4
Updating CFO Sheet
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CFO Sheet (Auto-Updated)
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Run ERA import to populate data
COLLECTED
$384.00
PENDING
$140.00
Claim
Service
Paid
Status
CLM-2024-0847
Individual (90834)
$132.00
Paid
CLM-2024-0848
Psych Eval (90791)
$200.00
Paid
CLM-2024-0849
Group (90853)
$52.00
Paid
CLM-2024-0850
Family (90847)
$140.00
Pending
AUTO-CALCULATED PAYROLL SPLITS
Dr. Sarah Mitchell$182.60 (55%)
Dr. James Rivera$26.00 (50%)
Dr. Emily Park$72.80 (52%)
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License Tracker
ACTIVE LICENSES IN SYSTEM
Dr. Sarah MitchellLCSW • CA
Dr. James RiveraPhD • CA
Dr. Emily ParkLMFT • CA
AUTOMATION FLOW
Google Sheets → Make.com checks daily → Calendar event created → Email + Slack alert sent
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Alert System Output
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Select a date and trigger alert check
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Monthly Report Generator
REPORT CONFIGURATION
Period: November 2024
Data Sources: CFO Sheet, HR Tracker
AI Summary: Claude API via Make.com
AUTOMATION PIPELINE
1 Make.com triggers on 1st of month
2 Pulls data from Google Sheets
3 Sends to Claude API for summary
4 Generates formatted PDF
5 Saves to Google Drive
6 Sends email notification
PDF
Report Preview
✓ Saved to Drive
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Click generate to create monthly report
Generating report with AI summary...
CONFIDENTIAL - INTERNAL USE ONLY
Monthly Practice Report
November 2024 | Wellness Mental Health Associates
AI-GENERATED EXECUTIVE SUMMARY
November showed strong performance with $524.00 in collections across 4 processed claims.
Dr. Mitchell led with the highest billable hours. One pending claim ($140) from Dr. Park
awaits insurance processing. All provider licenses remain compliant with no renewals due
within 90 days. Recommendation: Follow up on CLM-2024-0850 for payment acceleration.