Administrative and financial management represents a considerable burden for healthcare professionals, whether they are GPs, physiotherapists or dental practices, for example. Every minute spent processing paperwork or preparing documents for the accountant is a minute less devoted to patients or business development. Fortunately, the dematerialisation of processes, combined with a secure EDM and automated pre-accounting tools, offers a powerful solution for transforming this reality.

1. Dematerialisation at the Heart of Productivity: Goodbye to Paper

The major challenge is to make paper a thing of the past. Going paperless is not just an ecological gesture, it’s an imperative for efficiency.

Anticipating electronic invoicing

With the imminent arrival of electronic invoicing in France, healthcare professionals need to be prepared to manage their invoice flows digitally. A modern EDM solution makes it possible to :

• Centralise all incoming documents (supplier invoices, statements) and outgoing documents (customer invoices, quotes).
• Guarantee the decryption of electronic invoices received, regardless of the format used (Factur-X, UBL or CII) as part of the reform of electronic invoicing.
• Make information instantlyaccessible, whether for you or your accountant, without tedious rummaging through filing cabinets.

Security and archiving of accounting documents

Opting for a secure EDM means that your administrative and accounting documents are stored on highly secure servers, guaranteeing their longevity and legal compliance. This security is essential for any expense or revenue vouchers, ensuring the traceability and legal archiving required for tax audits or verifications.

2. The Power of Automation: Revolutionising Pre-accounting

Pre-accounting encompasses all the stages prior to accounting: document collection, data entry and preparation. This is where the automation offered by intelligent platforms like Azopio offers the most significant time savings.

From Invoice to Accounting Data: Zero Data Entry

Thanks to Artificial Intelligence (AI) and advanced Optical Character Recognition (OCR), a simple invoice scanned or received by e-mail is immediately analysed. The pre-accounting tool automatically extracts :

• The name of the supplier/customer.
• The amount before and after tax.
• The VAT rate and the corresponding amount.
• The payment date and due date.

This “zero entry” eliminates human error and frees up hours of work. For a dental practice, this means that all expenses relating to equipment, consumables or running costs are ready to be exported at the click of a button.

Sharing information with your chartered accountant

Automation doesn’t stop at data entry. Modern tools enable :

• Automatic association of invoices with their corresponding bank transactions, facilitating reconciliation.
• Export entries in the exact format expected by the accountant’s software, guaranteeing frictionless integration.

This optimised collaboration transforms the relationship: the chartered accountant receives complete and structured files, enabling him to concentrate on providing advice rather than simply inputting data.

3. Controlling your cash flow for a healthy practice

The most direct impact of this modernisation is on your cash management. Good pre-accounting is the foundation of effective financial management.

Real-time vision and anticipation

Automated workflows allow you to update your financial situation almost instantaneously. You no longer have to wait until the end of the month or quarter to get a clear picture of your cash inflows and outflows. This real-time visibility is crucial for :

• Manage disbursements: Know exactly when to pay supplier invoicesand avoid delays.
• Monitor incoming payments: Check the status of payments received and follow up more effectively if necessary.
• Anticipate investments: Plan the purchase of new equipment or recruitment without jeopardising financial equilibrium.

By centralising your electronic invoicing and pre-accounting data, you can transform your administrative management from a time-consuming obligation into a powerful management tool to ensure the long-term viability and development of your business as a healthcare professional.

Healthcare professionals: Find out how to save time in the administrative and financial management of your practice: https://www.azopio.com/fr/sante/