Australia - New Zealand (ANZ)

Automating Billing in a Matrixed Organization 

08-15-2023 11:31 AM

Kaiser Permanente (KP) has 8 research centers and 1 School of Medicine. KP recently went live with a Billing Automation improvement project to further automate billing processes, leverage new billing features and functionality, and reduce manual steps to ultimately improve the timing of creating invoices and receiving payments. Beyond using InterUnit Billing, Supporting Documents, Manager Transaction Review, and Billing Invoice Approval Workflow, the Billing Automation project further rolled out PeopleSoft billing features to include: new Invoice Formats with systematic signatures, systematic Emailing Invoices as Attachments, automatic Attaching of Invoices to Bill Header, capability to merge Invoice with Supporting Documents, ability to run billing using Streamline Billing, the capability to automate Billing Processes using Business Process Weaver, Invoice Mass Maintenance, ability to more easily run centralized billing separate from market billing, as well as the ability to certify expenses independent of the billing process. Come learn about the improvements we introduced as well as lessons learned. 1) Learn about delivered features for emailing and attaching invoices 2) Learn about delivered billing features for automating billing processing 3) Hear lessons learned and enhancements KP included with their billing automation project, including signatures, merging, additional reports/invoice formats, expense certification

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