Billing & Claims ProcessingPurpose
1.2. Ensure compliance with healthcare billing standards via timely documented communications.
1.3. Minimize manual workload in the billing team and mitigate payment disputes or misunderstandings.
1.4. Integrate with EHR and billing software to link patient, payer, and payment data, ensuring every transaction triggers communication with the correct recipient.
Trigger Conditions
2.2. Receiving payment via external payment gateways.
2.3. Matched remittance advice file upload (EDI 835).
2.4. Update or completion of patient account reconciliation.
2.5. Manual confirmation by billing staff.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Messaging API to send automated SMS on payment_posted event.
• Sample: Configure webhook with patient phone number from EHR.
3.2. SendGrid
• Feature/Setting: Transactional Templates for payment acknowledgment emails; use Mail Send API.
• Sample: Trigger API call upon new payment entry.
3.3. Outlook 365
• Feature/Setting: Use Graph API to send templated email from a monitored finance inbox.
• Sample: Automate via Power Automate on payment data update.
3.4. Gmail
• Feature/Setting: Gmail API for automated draft and send; use payment event as trigger.
• Sample: Build script to auto-send acknowledgment on payment received flag.
3.5. DocuSign
• Feature/Setting: eEnvelope API to send receipt attachments; send only if receipt docs generated.
• Sample: Fire API call with payer details as soon as receipt PDF is saved.
3.6. Slack
• Feature/Setting: Incoming Webhooks to post confirmation in private patient or billing channel.
• Sample: Push notification with key details upon EHR payment update.
3.7. Salesforce
• Feature/Setting: Process Builder & Messaging API; create Case update or custom acknowledgment email.
• Sample: Automate task and email creation post-payment status change.
3.8. Zoho CRM
• Feature/Setting: Workflow Rules with Mail Merge; send custom email on Payment module update.
• Sample: Configure rule to mail payer when payment field updates.
3.9. HubSpot
• Feature/Setting: Workflow Automation to send transactional email; use custom property payment_received.
• Sample: Connect billing system via API, trigger workflow on update.
3.10. Stripe
• Feature/Setting: Event Webhooks (invoice.paid, payment_intent.succeeded); auto-send acknowledgment using API
• Sample: Script to trigger external comms on successful event.
3.11. PayPal
• Feature/Setting: IPN (Instant Payment Notification) listener; auto-send reply via email/SMS.
• Sample: Configure listener to trigger mail function on completed transaction.
3.12. QuickBooks Online
• Feature/Setting: Webhooks/App Events; custom app to send comms on PaymentReceived event.
• Sample: Integrate with mail provider for acknowledgment.
3.13. Xero
• Feature/Setting: Webhooks on Payment Received; external service to deliver receipt.
• Sample: Listen to webhook, send confirmation to payer.
3.14. FreshBooks
• Feature/Setting: Automated Emails setup for Payment Received in notification settings.
• Sample: Enable template and configure list of recipients.
3.15. Zendesk
• Feature/Setting: Trigger auto-ticket or email using Support API on new payment task.
• Sample: Rule to generate automated ticket/email to payer.
3.16. Mailgun
• Feature/Setting: Email API for transactional messages; dynamic template for payment confirmation.
• Sample: Use event handler to fire email on receipt generation.
3.17. ActiveCampaign
• Feature/Setting: Automation Builder to send email on payment tag added.
• Sample: Sync EHR via API, apply tag to trigger.
3.18. Intercom
• Feature/Setting: Webhooks & Messaging API for sending user confirmation in-app or by email.
• Sample: Trigger auto-message when payment log entry created.
3.19. WhatsApp Business API
• Feature/Setting: Send template message to contact on payment confirmation event.
• Sample: Automate outbound WhatsApp acknowledgment on payment update.
3.20. Pabbly Connect
• Feature/Setting: Workflow automation for cross-platform comms; trigger on payment webhook.
• Sample: Connect payments, comms channel, automate end-to-end.
3.21. Microsoft Power Automate
• Feature/Setting: Automated flows with connector for billing/EHR systems; send receipt via chosen method.
• Sample: Trigger on update in connected billing table, auto-email/SMS payer.
Benefits
4.2. Provides detailed audit trail of payment communications for internal/external audits.
4.3. Enhances transparency and patient trust in addiction recovery programs.
4.4. Saves staff time and allows focus on patient-centric tasks.
4.5. Facilitates instant multi-channel confirmation, adapted to recipient’s preference.