Methods and systems for financial management and reconciliation within a dental project management system
Methods and systems for providing financial management and reconciliation within the dental project management system are provided. The method includes the dental project management system receiving an invoice associated with a particular dental product project. The method also includes an artificial intelligence (AI) validation module of the dental product management system automatically validating the invoice. Also, the method includes that upon validation of the invoice, the dental product management system requesting feedback from a doctor at a dental office. Further, the method includes the dental product management system receiving feedback from the doctor. Moreover, the method includes training the AI validation module based on the feedback from the doctor.
1. A method for providing financial management and reconciliation within a dental product management system, the method comprising:
the dental project management system, supported by a processor and memory, receiving an invoice associated with a particular dental product project;
an artificial intelligence (AI) validation module of the dental product management system automatically validating the invoice;
upon validation of the invoice, the dental product management system requesting feedback from a doctor at a dental office;
the dental product management system receiving feedback from the doctor; and
training the AI validation module based on the feedback from the doctor.
2. The method of claim 1 , further comprising the AI validation module requesting manual validation of the invoice upon the AI validation module being unable to validate the invoice.
3. The method of claim 2 , further comprising training the AI validation module based on a result of the manual validation of the invoice.
4. The method of claim 1 , wherein a graphical user interface (GUI) of the dental product management system receiving the invoice from a dental lab computer.
5. The method of claim 1 , wherein the dental project management system receives the invoice upon fabrication of a dental product based on the particular dental product project.
6. The method of claim 1 , wherein the AI validation module automatically validating the invoice by comparing the invoice with one or more established business rules.
7. The method of claim 6 , wherein the established business rules include at least one of: a DSO specific doctor rate; a special discount provided for a specific restoration type; shipping rules; and previous user behavior; and identifying a mismatch in a dental order prescription from a work ticket sent by the doctor.
8. The method of claim 1 , wherein the AI validation module automatically validating the invoice includes the AI validation module:
extracting one or more data points from the invoice;
identifying and classifying the one or more data points to determine at least one of the doctor, a dental service organization, and one or more established business rules.
9. A dental product management system configured to provide financial management and reconciliation within a dental product management system, the dental product management system comprising:
a processor and a memory configured to support the dental product management system; and
an artificial intelligence (AI) validation module configured to automatically validate an invoice associated with a particular dental product project;
wherein the dental project management system is configured to receive the invoice,
wherein upon validation of the invoice, the dental product management system is configured to request feedback from a doctor at a dental office,
wherein the dental product management system is configured to receive feedback from the doctor, and
wherein the dental product management system is configured to train the AI validation module based on the feedback from the doctor.
10. The dental product management system of claim 9 , wherein the AI validation module is configured to request manual validation of the invoice upon the AI validation module being unable to validate the invoice.
11. The dental product management system of claim 10 , wherein the dental product management system is configured to train the AI validation module based on a result of the manual validation of the invoice.
12. The dental product management system of claim 9 , further comprising a graphical user interface (GUI) configured to receive the invoice from a dental lab computer.
13. The dental product management system of claim 9 , wherein the dental project management system is configured to receive the invoice upon fabrication of a dental product based on the particular dental product project.
14. The dental product management system of claim 9 , wherein the AI validation module is configured to automatically validate the invoice by comparing the invoice with one or more established business rules.
15. The dental product management system of claim 14 , wherein the established business rules include at least one of: a DSO specific doctor rate; a special discount provided for a specific restoration type; shipping rules; and previous user behavior; and identifying a mismatch in a dental order prescription from a work ticket sent by the doctor.
16. The dental product management system of claim 9 , wherein the AI validation module is configured to automatically validate the invoice includes the AI validation module being configured to:
extract one or more data points from the invoice;
identify and classifying the one or more data points to determine at least one of the doctor, a dental service organization, and one or more established business rules.