Back-office, Billing, and Operational AutomationsPurpose
1.2. Supports patient adherence to payment policies, improves cashflow predictability, lessens manual staff intervention, and keeps patient financial records up to date.
1.3. Enables multi-channel outreach (SMS, email, phone, messaging apps) to maximize reminder effectiveness and compliance.
Trigger Conditions
2.2. Payment amount below outstanding threshold.
2.3. End of billing cycle without payment confirmation.
2.4. Patient record updated with overdue status.
2.5. System clock strikes scheduled reminder timing.
2.6. Manual tagging of patients as “reminder needed.”
2.7. Patient’s pending balance flagged by accounting system API.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API; configure Customer Phone, Message Body, and Send Time for SMS reminders.
3.2. SendGrid
• Feature/Setting: Configure Transactional Template API; specify patient email, subject, and overdue invoice fields.
3.3. Slack
• Feature/Setting: Use Incoming Webhook; deliver internal reminders to staff about overdue accounts.
3.4. Gmail API
• Feature/Setting: Use “users.messages.send”; construct automated email reminders from template.
3.5. Outlook 365 Mail API
• Feature/Setting: Use “sendMail” endpoint; set adaptive card for patient billing details.
3.6. WhatsApp Business API
• Feature/Setting: Send templated reminders to patient WhatsApp numbers at scheduled intervals.
3.7. Facebook Messenger API
• Feature/Setting: Use “messages” endpoint; trigger payment due messages to Messenger subscribers.
3.8. QuickBooks Online
• Feature/Setting: Retrieve overdue invoices using “Reports API”; trigger reminders via email or phone.
3.9. Xero
• Feature/Setting: Poll “Invoices API” for due invoices and send reminders using connected channel.
3.10. Stripe
• Feature/Setting: Use Billing API “Upcoming invoice” webhook; send notification to patient.
3.11. Zoho Books
• Feature/Setting: “Invoices API” filter for unpaid status; auto-email or SMS through integration.
3.12. Square
• Feature/Setting: Listen for unpaid invoices with Payments API; trigger communication workflow.
3.13. Mailgun
• Feature/Setting: Use “messages” API; automate sending of custom overdue payment notices.
3.14. Pipedrive
• Feature/Setting: Use “Deals API” to track payment status; issue reminders upon status change.
3.15. Salesforce
• Feature/Setting: Use Process Builder with Email Alerts for overdue milestone on billing object.
3.16. Zoho CRM
• Feature/Setting: Custom workflow trigger when invoice becomes overdue; sends notification to patient.
3.17. HubSpot
• Feature/Setting: Create workflow to email or assign task if deal payment status is “overdue.”
3.18. Microsoft Teams
• Feature/Setting: Incoming Webhook for overdue payment alerts to clinic’s finance channel.
3.19. Telegram Bots
• Feature/Setting: Send reminder message via “sendMessage” for subscribed patients.
3.20. Google Calendar
• Feature/Setting: Create event/reminder post-invoice due date for office follow-up.
3.21. Monday.com
• Feature/Setting: Automate item status change to “Payment Overdue”; dispatch immediate reminder email.
3.22. FreshBooks
• Feature/Setting: Utilize “Get invoices” API; automate email via user-preferred method.
Benefits
4.2. Multichannel reminders increase recovery of dues.
4.3. Minimizes human error and ensures all patients are notified.
4.4. Improves patient accountability and payment consistency.
4.5. Enables precise tracking and audit-trail for compliance.
4.6. Frees up clinic staff to focus on patient care and core services.