Billing & Insurance ProcessingPurpose
1.2. Automate outreach and reminder workflows post-session to reduce manual billing effort.
1.3. Synchronize copay collection data with billing, insurance, and EHR/EMR systems.
1.4. Provide data-driven compliance and minimize missed or overdue payments.
1.5. Streamline follow-up protocols when a copay is unpaid or partially paid.
Trigger Conditions
2.2. Invoice generation or status update to “payment pending.”
2.3. Expiry of payment grace period or unsuccessful payment attempt.
2.4. Incoming insurance EOB (Explanation of Benefits) recommending patient copay action.
Platform Variants
3.1. Twilio SMS
• Feature: Programmable Messaging API
• Setting: Send reminder SMS to patient number after billing event; configure via SMS endpoint.
3.2. SendGrid
• Feature: Transactional Email API
• Setting: Automated email trigger for invoice & payment reminders, using dynamic templates.
3.3. Stripe
• Feature: Payment Intents & Invoicing
• Setting: Auto-issue copay invoice, retry failed payments, send payment link via API.
3.4. Salesforce Health Cloud
• Feature: Flows & Process Builder
• Setting: Trigger process on copay billing, update patient record, and automate email/text actions.
3.5. Google Calendar
• Feature: Events API
• Setting: Create calendar event as reminder for manual or auto copay collections after appointment.
3.6. DocuSign
• Feature: eSignature API
• Setting: Request e-authorized payment/capture consent for copay via template triggered post-session.
3.7. Athenahealth
• Feature: Patient & Billing API
• Setting: Auto-update patient billing, trigger communication when copay invoice posts.
3.8. Kareo
• Feature: Billing Workflows
• Setting: Automated reminders and follow-ups for copay invoices through workflow editor.
3.9. AdvancedMD
• Feature: Billing Triggers
• Setting: On copay balance due, push notification or email using AdvancedMD workflow configuration.
3.10. RingCentral
• Feature: SMS API
• Setting: Automate SMS reminders using scheduled flows when payment is due.
3.11. Square
• Feature: Invoices API
• Setting: Auto-send invoice post-appointment, schedule periodic reminders until payment posted.
3.12. QuickBooks
• Feature: Invoice Reminders
• Setting: Use automation rules to trigger reminders after invoice creation and at custom intervals.
3.13. CareCloud
• Feature: Revenue Cycle API
• Setting: Initiate patient statement or copay follow-up using copay status event.
3.14. Microsoft Teams
• Feature: Adaptive Cards
• Setting: Send billing team notifications when copays are overdue; can add actionable links for follow-up.
3.15. Zendesk
• Feature: Ticket Automation
• Setting: Convert failed or delayed copay event into billing support ticket for manual follow-up.
3.16. Mailgun
• Feature: Event-driven Email
• Setting: Trigger personalized copay emails based on specific payment statuses.
3.17. Slack
• Feature: Workflow Builder
• Setting: Send real-time alert to finance channel when a patient is flagged for overdue copay.
3.18. Freshdesk
• Feature: Automated Ticket Triggers
• Setting: Raise tickets for unresolved copay issues, assign to billing team automatically.
3.19. PayPal
• Feature: REST Invoicing API
• Setting: Issue copay requests post-appointment, set up recurring and reminder emails for unpaid invoices.
3.20. Zoho CRM
• Feature: Workflow Automation
• Setting: For ‘copay due’ field updates, schedule outreach and track response within patient CRM record.
3.21. Intercom
• Feature: Message Triggers
• Setting: Automated multi-channel notifications (SMS, email, in-app message) for copay collection.
3.22. eClinicalWorks
• Feature: Billing Response Flows
• Setting: Auto-send reminder or billing notice to patient after session completion and copay calculation.
3.23. Meditab
• Feature: Automation Workflows
• Setting: Automatically email/text payment reminders when copays are outstanding after insurance processing.
Benefits
4.2. Minimizes staff manual follow-up, saving operational costs.
4.3. Decreases billing errors and ensures repeatable compliance for ABA therapy.
4.4. Provides clear audit trails and patient engagement analytics.
4.5. Integrates with existing workflow, EHR, and CRM tools seamlessly.