Payment reminder and confirmation notifications

Purpose

1.1. Automate payment reminder and confirmation notification flows to ensure timely collection of patient dues and improve cashflow for blood testing diagnostic services.
1.2. Reduce manual follow-up workload by automating multi-channel communications (SMS, email, WhatsApp, push notifications) for billing reminders and confirmation notices.
1.3. Support compliance and patient satisfaction by providing clear, automated, and traceable billing communication.
1.4. Enable tracking of notification delivery, payment status, and follow-up scheduling for improved billing transparency.

Trigger Conditions

2.1. Automated function is triggered upon invoice creation in billing system.
2.2. Automator checks payment due date and initiates reminders at pre-configured intervals (e.g., 7/3/1 days before due).
2.3. Automatedly sends payment confirmation upon successful transaction fulfillment.
2.4. Automation can trigger on failed payment attempts or overdue status in patient account.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Configure Twilio Programmable Messaging API to send automated SMS; set up messaging trigger via API for "invoice.created" or "payment.failed" events.

3.2. SendGrid
• Feature/Setting: Use SendGrid Email API to automate reminder/confirmation emails; configure dynamic transactional templates for automated messages initiated via webhook.

3.3. WhatsApp Business API
• Feature/Setting: Configure automated template messages for reminders and confirmations; set API endpoint to send based on billing triggers.

3.4. Slack
• Feature/Setting: Use Slack Incoming Webhooks to automate internal notifications to finance or billing channels when payment reminders are sent or paid.

3.5. Microsoft Teams
• Feature/Setting: Automate notification posting to designated channels using Microsoft Graph API when billing events are triggered.

3.6. Salesforce
• Feature/Setting: Configure Process Builder or Flow automation to trigger outgoing reminder/confirmation via integrated email/SMS API.

3.7. Zoho Books
• Feature/Setting: Set automation in Zoho Books to trigger reminders using their "Payment Reminder" workflow and customizable templates.

3.8. QuickBooks Online
• Feature/Setting: Enable and customize recurring invoice reminders and payment receipt notifications via the QuickBooks Automation Center.

3.9. HubSpot
• Feature/Setting: Set up workflows to automate email and SMS reminders using HubSpot Workflows and external integrations.

3.10. Mailgun
• Feature/Setting: Configure Mailgun Routes and automated email sending via API based on webhook billing event triggers.

3.11. ActiveCampaign
• Feature/Setting: Automate email/sms drip sequences for billing reminders; use automation triggers for "invoice not paid" or "payment received".

3.12. Intercom
• Feature/Setting: Configure automated in-app and email messaging with event-triggered auto-messages for payment reminders.

3.13. PagerDuty
• Feature/Setting: Automate finance/escalation alerts via incident triggers when payment delays cross thresholds.

3.14. Google Sheets (via Apps Script)
• Feature/Setting: Automate reminder email or SMS logic using Google Apps Script triggers when due/overdue statuses are detected in sheet.

3.15. Stripe
• Feature/Setting: Use automated Stripe billing webhook notifications to trigger reminders on upcoming invoice or payment confirmations.

3.16. PayPal
• Feature/Setting: Configure IPN (Instant Payment Notification) and automate reminders on incomplete transactions or confirmations.

3.17. FreshBooks
• Feature/Setting: Set up recurring invoice reminders and payment acknowledgement automation via FreshBooks Events.

3.18. Pipedrive
• Feature/Setting: Automate email reminders and status update via workflow automation linked with billing stage changes.

3.19. Zendesk
• Feature/Setting: Create triggers and automations for billing reminder/confirmation tickets and customer notifications.

3.20. Telegram Bots
• Feature/Setting: Script Telegram Bot API to send automated messages to customers/patients on payment events.

Benefits

4.1. Automating reminders and confirmations improves payment timeliness and reduces receivables risk.
4.2. Automation enhances patient and administrative satisfaction via prompt, reliable communication.
4.3. Automator ensures compliance with billing protocols and minimizes manual errors.
4.4. Audit trail of automated notifications available for billing dispute resolution and reporting.
4.5. Automation offers significant labor cost savings in the billing and collections process.