Subscription/membership payment automation for therapy programs

Purpose

1.1. To automate subscription and membership payment processing for therapy programs, enabling psychopedagogy clinics to manage client billing cycles, renewals, cancellations, reminders, receipts, and payment reconciliation without manual intervention.
1.2. Automates recurring and one-time payments, ensuring reliable revenue streams and regulatory compliance.
1.3. Automating notifications to clients for failed payments, upcoming renewals, or subscription modifications.
1.4. Automatic integration of payment confirmation with EHR (Electronic Health Records) and appointment scheduling.
1.5. Automates reporting, analytics, and audit logging for administrative oversight and tax purposes.

Trigger Conditions

2.1. New therapy program subscription initiated by a client (webform, in-clinic, or app) triggers automated payment setup.
2.2. Automated recurrence based on billing cycle (monthly, quarterly, annually) for each active membership.
2.3. Automated detection of failed or expired payments from gateway/platform.
2.4. Client-initiated subscription cancellation, upgrade, or downgrade requests.
2.5. Scheduled or real-time automation for reminder notifications, receipts, invoices, and refund events.

Platform Variants

3.1. Stripe
• Feature/Setting: Payments API — automate subscription creation, invoice scheduling, webhook triggers for payment success or failure, automated emails.

3.2. PayPal
• Feature/Setting: Subscriptions API — automate creation and management of recurring payments; configure instant payment notification (IPN) automation.

3.3. Square
• Feature/Setting: Subscriptions endpoint — automate membership plans and payment retries, event notifications.

3.4. Braintree
• Feature/Setting: Recurring Billing API — configure automatic rebilling and payment status webhooks for program memberships.

3.5. GoCardless
• Feature/Setting: Subscriptions API — automate Direct Debit mandates for therapy programs, automated payment retries.

3.6. Razorpay
• Feature/Setting: Subscription API — automate auto-renewal, automated failover of payment methods.

3.7. Authorize.Net
• Feature/Setting: Automated Recurring Billing (ARB) — automate scheduled charges, receipt emails, and dunning management.

3.8. Mollie
• Feature/Setting: Subscriptions API — automate multi-currency subscription invoicing and status tracking.

3.9. Chargebee
• Feature/Setting: Hosted Pages + APIs — automates subscription checkout, reminders, dunning, and analytics.

3.10. Recurly
• Feature/Setting: Subscription lifecycle events webhook — automate new membership, renewal, failed payment logic.

3.11. FreshBooks
• Feature/Setting: Recurring Payments — automate client invoice and payment reminders for therapy members.

3.12. Zoho Subscriptions
• Feature/Setting: Workflow Automation — automate subscription changes, receipts, refund triggers.

3.13. QuickBooks Online
• Feature/Setting: Recurring Transactions — automates billing generation, payment tracking, notifications.

3.14. Xero
• Feature/Setting: Repeating Invoices — automates billing cycles and payment reminders.

3.15. SAP Concur
• Feature/Setting: Expense workflow automation — automates reconciliation with banking API for subscription receipts.

3.16. HubSpot
• Feature/Setting: Workflow Automation — integrate with payment gateways, automate renewal emails.

3.17. Pabbly Subscriptions
• Feature/Setting: Webhook-powered automation — automate member onboarding, billing, dunning.

3.18. Paddle
• Feature/Setting: Subscription API & Alerts — automates failed payment notifications, billing, and refunds.

3.19. Wave Apps
• Feature/Setting: Recurring Billing — automates client invoicing cycles and receipts.

3.20. Sage Intacct
• Feature/Setting: Contract Billing — automates therapy program subscription billing and payment escalations.

3.21. Microsoft Power Automate
• Feature/Setting: Workflows — automates cross-platform syncing and notifications (e.g., payment → email/Teams alert).

3.22. Salesforce Billing
• Feature/Setting: Recurring Invoices — automates therapy program member charge cycles and reporting.

3.23. Integromat (Make)
• Feature/Setting: Scenario-based API integrations — automated payment triggers, notifications, data sync.

3.24. Twilio
• Feature/Setting: Programmable Messaging — automate SMS reminders for due/failed payments.

3.25. SendGrid
• Feature/Setting: Automated Transactional Email — automate receipts, subscription renewal alerts.

Benefits

4.1. Dramatically reduces manual intervention, saving time and lowering administrative costs.
4.2. Automates reliability, decreases payment errors, and ensures no missed revenue cycles.
4.3. Improves patient/client experience with timely, automated communications and flexible management.
4.4. Enhances financial accuracy, compliance, and auditability through automated logging.
4.5. Supports scalability by automating all membership billing, allowing focus on care rather than admin.
4.6. Enables real-time payment status monitoring and automated escalation for at-risk subscriptions.
4.7. Centralizes all subscription and payment operations, allowing automated integration with EHR, CRM, and analytics.