Financial assistance program application triggers

Purpose

1.1. Automate the identification of patients eligible for financial assistance after service provision in birth centers, reducing administrative time and errors.
1.2. Automatedly collect, verify, and transmit patient data to relevant financial assistance programs, grants, or charity care services.
1.3. Automate notifications to patients and staff regarding mounting bills, eligibility, or the progress of applications.
1.4. Automator ensures patients are aware of support resources, improving payment collection rates and satisfaction.
1.5. Automating reminder and follow-up sequences when documentation or signatures are missing to prevent application delays.
1.6. Automate audit logs and compliance checks for healthcare billing automation in maternity services.

Trigger Conditions

2.1. Automate action when a new patient invoice is generated exceeding a threshold amount (e.g., $500).
2.2. Trigger on insurance denial or lack of insurance data within the EHR.
2.3. Automate when a manual flag by intake staff marks financial hardship.
2.4. Trigger when patient demographic or income data meets preset criteria for local/state/federal assistance.
2.5. Automated follow-ups when supporting documents are uploaded to patient portal.

Platform Variants

3.1. Salesforce Health Cloud
• Feature/Setting: Automate process builder with Flow; auto-launch flow upon billing status update or hardship flag.
3.2. Epic Systems
• Feature/Setting: Epic Bridges API; configure automated data export upon invoice or coverage denial event.
3.3. Cerner PowerChart
• Feature/Setting: Automate Cerner Open Developer Experience (code API triggers for financial eligibility).
3.4. Meditech Expanse
• Feature/Setting: Process Automation Worklists; auto-initiate financial assistance workflow script on account status change.
3.5. Athenahealth
• Feature/Setting: Automate API webhook setup to trigger on patient billing events and push data to assistance endpoints.
3.6. NextGen Healthcare
• Feature/Setting: Automate NextGen API for event-driven application logic on new balance due.
3.7. AdvancedMD
• Feature/Setting: Automated integrations via AdvancedMD Connect; configure triggers for billing outcome change.
3.8. Kareo
• Feature/Setting: Automate billing rule scripts; implement automated hardship detection and action triggers.
3.9. eClinicalWorks
• Feature/Setting: eBO Reports automation with alerts on financial criteria match.
3.10. Greenway Health
• Feature/Setting: Prime Suite API for event automation on insurance status or claim denial.
3.11. Microsoft Power Automate
• Feature/Setting: Use trigger for new SharePoint item or SQL data change (billing system integration).
3.12. Zapier
• Feature/Setting: Automated workflow with webhook trigger from EHR/billing system to notify or create assistance applications.
3.13. Integromat (Make)
• Feature/Setting: Automate HTTP module to monitor billing system API for relevant events, connect with assistance databases.
3.14. Twilio SMS
• Feature/Setting: Automator setup for message alerts to patients about eligibility or missing documents using Programmable Messaging API.
3.15. SendGrid
• Feature/Setting: Automate transactional emails on application status using Event Webhook on application creation/update.
3.16. DocuSign
• Feature/Setting: Automated envelope creation and reminders; trigger on DocuSign e-signature request completion/miss.
3.17. Google Forms
• Feature/Setting: Automate form response triggers to submit financial assistance applications directly to programs or internal review.
3.18. JotForm
• Feature/Setting: Use approval workflow automation to route new hardship forms to case managers.
3.19. Box
• Feature/Setting: Automate file upload presences as a trigger to start a workflow for document review and program matching.
3.20. AWS Lambda
• Feature/Setting: Automate custom processing scripts upon upload of supporting documents or insurance data to S3.
3.21. Google Cloud Functions
• Feature/Setting: Automate event-driven workflows for new record or updated eligibility data in Firestore.
3.22. Slack
• Feature/Setting: Automate channel notifications to financial counselors when action is required using Slack Bot API.
3.23. Microsoft Teams
• Feature/Setting: Automated adaptive card for application updates, triggered when workflow advances to next stage.
3.24. Smartsheet
• Feature/Setting: Automate change triggers to move statuses and notify applicants/caseworkers.
3.25. HubSpot
• Feature/Setting: Automate sequence or workflow that creates new deal/ticket when financial assistance trigger occurs.

Benefits

4.1. Automates detection and outreach for financial assistance, minimizing missed opportunities for support.
4.2. Automated workflows reduce manual staff burden by systematically guiding applications.
4.3. Automation accelerates the process, improving cash flow and reducing patient stress.
4.4. Automating eligibility triggers and documentation follow-ups increase compliance and efficiency.
4.5. End-to-end automation improves application tracking and satisfaction for birth centers and maternity services.
4.6. Automatable integrations future-proof billing processes and scale well with business growth.