Save hours of admin work and ensure error-free billing with this complete automation template built for healthcare professionals, private clinics, and medical service providers.
This plug-and-play n8n workflow automates your entire billing process—from capturing patient details to calculating treatment costs, sending personalized invoices via Gmail, and logging all billing records in Google Sheets.
✅ What This Workflow Does
- 📝 Captures patient data from a secure online form
- 💵 Automatically calculates treatment costs from a customizable pricing table
- 📅 Formats visit dates for professional presentation
- 📧 Sends automated invoice emails via Gmail
- 📊 Logs billing data (invoice number, cost, patient info) to Google Sheets
- 🚨 Sends admin alerts for missing or invalid data via Slack (optional)
🧩 What's Included
- 🔧 Fully configured
.n8n workflow file - 📄 Step-by-step setup guide
- 📧 Customizable email invoice template
- 📊 Sample Google Sheet structure
- ✅ Built-in logic for pricing, validation, and formatting
🔑 Requirements
- A self-hosted n8n instance
- A Google account with Gmail and Google Sheets access
- (Optional) A Slack webhook URL for admin notifications
👨⚕️ Who Is This For?
- Independent clinics and private practices
- Telehealth providers
- Medical billing administrators
- Healthcare automation consultants
⚙️ Easily Customizable
- Add new treatments or adjust pricing in seconds
- Modify the form fields or spreadsheet columns
- Personalize the email templates to reflect your brand
💡 Built by David Olusola
Save time. Reduce errors. Get paid faster.