• UNPAID
  • PRICING
  • REPORTS
  • HUMAN

How to audit clinic billing with your AI

Connect EasyPractice to your AI client once. After that, you can ask questions about your money and your rates without digging through menus.

Ask AI about this page

Short answer

How can I audit my clinic billing using AI?

Your AI pulls your invoice list and service rates to spot unpaid bills or pricing errors. You get a clear view of your revenue gaps and service consistency.

Audit outcomes

Where your audit results land.

The AI organizes its findings into these specific areas.

UNPAID

Missing revenue

The AI identifies every invoice that hasn't been settled. You get a list of exactly who owes what.

PRICING

Rate consistency

The AI compares what you charge for services against your intended rates. It flags any discrepancies it finds.

REPORTS

Audit summaries

You get a plain English breakdown of your billing health. This makes it easy to see where your clinic is losing money.

HUMAN

Manual follow-up

The AI cannot contact clients or change prices. You'll need to step in to send reminders or fix your service settings.

The workflow

What your AI does when the audit starts.

The AI handles the data retrieval so you can focus on the decisions.

  1. Pulling invoices

    The AI looks at your current billing records to see what's outstanding.

    list_clinic_invoices

  2. Checking rates

    It pulls your service catalog to verify your standard pricing.

    list_clinic_services

  3. Spotting gaps

    The AI compares the two datasets to find unpaid bills or incorrect charges.

    list_clinic_invoiceslist_clinic_services

  4. Reporting findings

    The AI presents a clean summary of the errors or missing payments it found.

    list_clinic_invoices

Try it

Copy these to start.

Paste these directly into your chat to begin your audit.

Starting points

These are basic ways to start. Swap out the specific service names or timeframes to match your needs.

EasyPractice Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_oZSeKRhpAt7tUb4DdU8X3Gdz8oyob99MTPo6E8Tc/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — EasyPractice capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "easypractice-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_oZSeKRhpAt7tUb4DdU8X3Gdz8oyob99MTPo6E8Tc/mcp"
    }
  }
}
Copy into chat04

  • Show me all unpaid invoices from last month.

  • Are any of my current service prices lower than they should be?

  • List all outstanding invoices for client Smith.

  • Compare my service pricing against my recent invoices to find errors.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect EasyPractice once, then ask.

Click the link to connect your account. Your login stays encrypted and secure, and you can start auditing immediately.

Connect EasyPractice to your AI

FAQ

How the billing audit works

  • 01

    Can the AI send late payment reminders to my clients?

    No. The AI can only read your invoice data. You have to send the actual reminders yourself.

  • 02

    Can the AI change my service prices in EasyPractice?

    No. The AI can only list your services to check them. It cannot modify your pricing or settings.

  • 03

    Can I audit specific dates?

    Yes. You can ask the AI to look at invoices from a specific month or a specific date range.

  • 04

    Does the AI see my clients' private session notes?

    No. The AI only has access to invoice and service pricing data.

  • 05

    How does the AI know if an invoice is unpaid?

    It uses the invoice data provided by EasyPractice to check the payment status of every record.

  • More questions about EasyPractice? The Connector page answers them. See everything the EasyPractice Connector can do

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