Billing and InsurancePurpose
1.2. Automates timely reminder notifications to patients for outstanding co-payments, decreasing missed or late payments.
1.3. Automated co-pay reminder workflow covers SMS, email, voice, and in-app channels for a complete patient communication approach.
1.4. System automates patient contact based on billing cycle, eligibility checks, and insurance claim status, ensuring targeted reminders.
1.5. Seamlessly integrates automatable data from EHR, billing, and scheduling software, improving revenue cycle and patient satisfaction.
Trigger Conditions
2.2. Appointment completion with unpaid co-pay detected in billing software automatically triggers workflow.
2.3. Automator checks insurance claim outcome—if patient owes a co-pay, automated reminder initiates.
2.4. Co-pay invoice aging (e.g., 1 day, 3 days overdue) triggers escalated automated reminders.
2.5. Patient digital account activity (e.g., login but no payment) prompts automation to send follow-up.
Platform Variants
• Feature/Setting: Automate SMS via Messaging API; schedule SMS reminders with patient data variables.
• Sample configuration: POST to /Messages with patient number, appointment details, payment link.
3.2. SendGrid
• Feature/Setting: Automated transactional email via SendGrid API; templated reminder emails for co-pay collection.
• Sample configuration: POST to /mail/send with dynamic template data.
3.3. Stripe
• Feature/Setting: Automate invoice creation and payment link; PaymentIntent API.
• Sample configuration: Create PaymentIntent and send link via email/SMS.
3.4. Mailgun
• Feature/Setting: Automate email reminders via /messages API; address segmentation for repeat non-payers.
• Sample configuration: POST /messages with patient segmentation tags.
3.5. Plivo
• Feature/Setting: SMS and voice reminders automatable; use Message API for SMS, Call API for voice.
• Sample configuration: POST /Message with scheduling, or /Call to broadcast prerecorded voice reminders.
3.6. Slack
• Feature/Setting: Automate staff notifications via Slack Incoming Webhooks when patient ignores reminder.
• Sample configuration: POST JSON payload to channel.
3.7. Google Calendar
• Feature/Setting: Automatically create calendar reminders for internal billing teams; Events API.
• Sample configuration: POST /calendars/{calendarId}/events with co-pay follow-up details.
3.8. Microsoft Teams
• Feature/Setting: Automate message posts in dedicated Teams channel upon overdue co-pay.
• Sample configuration: POST Graph API channel message.
3.9. Zendesk
• Feature/Setting: Create automatable support ticket when payment not received after 3rd reminder.
• Sample configuration: POST to /api/v2/tickets with case details.
3.10. Zoom
• Feature/Setting: Auto-schedule billing follow-up meetings for persistent non-payers via Meetings API.
• Sample configuration: POST /users/{userId}/meetings.
3.11. Trello
• Feature/Setting: Automatically create cards for overdue accounts; Cards API.
• Sample configuration: POST to /1/cards with patient/payment info.
3.12. DocuSign
• Feature/Setting: Automate sending payment authorization forms; Envelopes API.
• Sample configuration: POST /envelopes with template and patient data.
3.13. Salesforce
• Feature/Setting: Update patient account status and automate tasks for co-pay collection; REST API.
• Sample configuration: PATCH /services/data/vXX.0/sobjects/ with billing status.
3.14. Epic (EHR)
• Feature/Setting: Automate pulling patient co-pay data and payment status; FHIR API.
• Sample configuration: GET /Patient/{id}/Account.
3.15. QuickBooks
• Feature/Setting: Auto-create co-pay invoices and track payments; Invoice API.
• Sample configuration: POST /v3/company/{companyId}/invoice.
3.16. Calendly
• Feature/Setting: Automate scheduling call-backs for payment queries; Webhooks for event scheduling.
• Sample configuration: Configure webhook for new events.
3.17. CallFire
• Feature/Setting: Automatable voice reminder broadcasts; Voice Broadcast API.
• Sample configuration: POST /calls with prerecorded message.
3.18. Microsoft Outlook
• Feature/Setting: Automate sending co-pay reminders via SMTP or Outlook REST API.
• Sample configuration: Send email through /me/sendMail API.
3.19. WhatsApp Business API
• Feature/Setting: Automate encrypted WhatsApp reminders and payment links through automated messaging.
• Sample configuration: POST /v1/messages with template and payment URL.
3.20. HubSpot
• Feature/Setting: Automate follow-up tasks, timeline events, and email sequences; Engagements API.
• Sample configuration: POST /engagements/v1/engagements with reminder task.
3.21. Zoho CRM
• Feature/Setting: Automate lead status updates and reminders; CRM API.
• Sample configuration: POST /crm/v2/Leads with new payment status.
3.22. Freshdesk
• Feature/Setting: Automate ticket creation for escalated, unpaid co-pays; Ticket API.
• Sample configuration: POST /api/v2/tickets.
(Additional platforms can include PagerDuty, Intercom, ActiveCampaign, Viber, and more, each configurable with appropriate reminder message, scheduling, and payment integration.)
Benefits
4.2. Automated reminders decrease staff time on billing follow-up, raising operational efficiency.
4.3. Automation ensures patients receive timely, consistent, and multi-channel payment communications.
4.4. Automator provides actionable insight into reminder effectiveness and payment conversion rates.
4.5. Automatic workflows are scalable, adaptable, and auditable — ideal for high-volume diagnostic businesses.