Payment plan offer automation

Purpose

1.1. Automate the identification, creation, communication, and management of payment plan offers to patients unable to pay full bills, ensuring compliance, minimizing manual workload, improving revenue cycle efficiency, and tracking agreement status throughout the process.
1.2. Enhance patient financial engagement in addiction recovery programs by providing flexible billing arrangements, automated reminders, and seamless integration with patient records and payment systems.

Trigger Conditions

2.1. Patient bill exceeds defined threshold and is unpaid after a set number of days.
2.2. Patient requests a payment plan via online portal, phone, SMS, or in-person.
2.3. Insurance remittance indicates partial patient responsibility triggering payment plan initiation.
2.4. Denied claims with high out-of-pocket costs flagged by billing review.
2.5. Staff member manually flags account for financial hardship or payment negotiation.

Platform Variants

3.1. Salesforce Health Cloud
• Feature/Setting: Flow Builder with Payment API; Configure automated flows for account status checks and custom billing triggers.

3.2. Epic EMR
• Feature/Setting: Hyperspace Workflows & Billing API; Setup triggers for patient responsibility, manage payment plan creation automatically.

3.3. Cerner
• Feature/Setting: PowerChart Rules & Millennium API; Automate payment plan offer workflow on final bill generation.

3.4. Athenahealth
• Feature/Setting: Marketplace Integration, Patient Communication API; Program auto-offer triggers via billing events.

3.5. Greenway Health Intergy
• Feature/Setting: Task Automations & Payment Posting API; Trigger tasks for payment plan offers when patient portion detected.

3.6. Meditech
• Feature/Setting: Rules Engine and Financial Worklist APIs; Configuration for proactive account analysis and plan offers.

3.7. InterSystems HealthShare
• Feature/Setting: Business Process Orchestration; Link payment data streams to trigger plan proposal.

3.8. AdvancedMD
• Feature/Setting: Payment Plan Automation setting; Set up automated patient notifications and plan enrollment.

3.9. Stripe
• Feature/Setting: Billing API, Payment Intents; Create payment plans, send invoices, link to patient records.

3.10. PayPal
• Feature/Setting: Recurring Payments API; Automate setup of installment schedules directly from billing system.

3.11. Authorize.Net
• Feature/Setting: Automated Recurring Billing (ARB); Configure to enroll patients on repayment plans.

3.12. Twilio SMS
• Feature/Setting: Messaging API, Keywords; Auto-send payment offer SMS, collect patient opt-in responses.

3.13. SendGrid
• Feature/Setting: Transactional Templates; Dispatch personalized email offers with response tracking.

3.14. DocuSign
• Feature/Setting: Template API; Send pre-filled payment plan agreements for patient e-signature.

3.15. QuickBooks Online
• Feature/Setting: Estimates & Recurring Invoice API; Initiate and monitor payment schedules.

3.16. Xero
• Feature/Setting: Invoice Automation; Set up repeating invoices and status sync to patient accounts.

3.17. Zoho Books
• Feature/Setting: Workflow Rules; Create auto-generated payment proposals when criteria are met.

3.18. FreshBooks
• Feature/Setting: Recurring Payments, Reminders; Configure client payment plans and overdue notices.

3.19. HubSpot
• Feature/Setting: Workflows and Emails; Trigger email sequences based on account status changes.

3.20. Google Sheets
• Feature/Setting: Google Apps Script; Auto-update patient payment plan status and reminders.

3.21. Microsoft Power Automate
• Feature/Setting: Custom Automation Flows; Connect billing software, email, SMS, and database actions.

3.22. SAP Concur
• Feature/Setting: Payment Automation Rules; Assign payment plan based on profile triggers.

3.23. ServiceNow
• Feature/Setting: Workflow Designer; Route overdue accounts through payment plan workflow for staff.

3.24. Mailchimp
• Feature/Setting: Automated Email Journeys; Nurture patient conversion for payment plan enrollment.

3.25. Slack
• Feature/Setting: Incoming Webhooks; Notify internal billing teams of new plan enrollments.

Benefits

4.1. Reduces manual billing workload and administrative errors.
4.2. Increases patient engagement and satisfaction by offering financial flexibility.
4.3. Improves revenue recovery through timely and compliant installment agreements.
4.4. Enhances visibility and tracking of payment plan status across departments.
4.5. Ensures HIPAA and PCI-DSS compliance for sensitive health and payment data.
4.6. Enables multi-channel patient communication to maximize reach and response rates.