Billing, Payments, and Insurance AutomationPurpose
1.2. Support compliance with billing regulations and ensure sensitive handling appropriate to mental health care, using secure communication and logging mechanisms.
1.3. Synchronize with EHR/EMR, billing, and communication platforms to centralize account status, notification history, and patient responses.
Trigger Conditions
2.2. Balance status changes to “overdue.”
2.3. Manual flag by billing personnel for specific accounts needing reminders.
2.4. Pre-scheduled cadence (e.g., 3, 7, 14, 30 days overdue).
2.5. Patient request for statement or reminder via portal or phone.
Platform Variants (Software/Service, API or Feature/Setting, Example)
• Function: `Messages.create({to, from, body})` – Configure patient phone, sender ID, message template with payment URL.
3.2. SendGrid
• API: `/mail/send` – Set patient email, subject “Payment Overdue”, use dynamic template for balance info.
3.3. Stripe
• Endpoint: `Invoice.upcoming`, `Invoice.payment_reminder` – Listen on invoice status, trigger reminder.
3.4. Salesforce Health Cloud
• Flow: “Billing Reminder” – Use Flow Builder, set criteria for overdue status, populate patient contact info.
3.5. Mailgun
• API: `/messages` – Send templated payment notifications to patient email with HTML formatting.
3.6. RingCentral
• Feature: SMS API – Automate sending standardized payment requests to patient mobile numbers.
3.7. Intercom
• Automation: “Outbound Message” – Trigger payment notifications in chat and email segments.
3.8. Redox
• Data Model: “Payment Notification” – Sync payment status with EHR, trigger notifications via connected apps.
3.9. Zoho Books
• Workflow Rule: “Invoice Overdue Reminder” – Send email/SMS via Zoho CRM integrations.
3.10. QuickBooks Online
• Automation: “Auto Invoice Reminders” – Configure recurrence and escalation for overdue accounts.
3.11. FreshBooks
• Feature: Set “Automatic Payment Reminders” – Choose days past due, customize message per patient group.
3.12. Google Workspace (Gmail API)
• API: `Users.messages.send` – Generate and deliver secure email reminders to patient inboxes.
3.13. DocuSign
• Feature: “Agreements with Outstanding Balances” – Send reminders using `EnvelopesApi.listStatus` to trigger emails.
3.14. Microsoft Outlook (Graph API)
• Action: `sendMail` – Automate personalized payment notices with EHR mail merge.
3.15. Slack
• Feature: Scheduled Direct Messages – Notify internal billing teams when escalation is due.
3.16. Smartsheet
• Workflow: “Automated Alerts and Actions” – Email reminders driven from billing sheets with status field.
3.17. HubSpot
• Workflow: “Deal Stage = Overdue” – Trigger email/SMS reminders using contact record and custom fields.
3.18. ActiveCampaign
• Automation: “Missed Payment Reminder Sequence” – Schedule and track patient responses.
3.19. Meditech
• Interface: “Patient Accounting System” – Schedule notification jobs for pending and overdue invoices.
3.20. Kareo
• Workflow: “Patient Statement Automation” – Email/SMS reminders by balance aging criteria, with logging.
3.21. Ytel
• Feature: “Programmable Voice/Text” – Send automated call reminders for overdue balances.
3.22. Plivo
• Function: SMS API `messages.create()` – Integrate templated reminders for large patient groups.
3.23. Zendesk
• Trigger: “Overdue Balance Ticket” – Send proactive notifications via email/SMS macro on ticket change.
3.24. Epic Systems
• Feature: “MyChart Message API” – Push notifications to patient portals about upcoming and overdue payments.
Benefits
4.2. Accelerates payments, improving cash flow and reducing write-offs.
4.3. Ensures consistent, timely, and compliant communication with patients.
4.4. Minimizes sensitive data exposure by using encrypted channels and audit trails.
4.5. Enhances patient experience with clear, proactive outreach and options to self-resolve.