Billing & PaymentsPurpose
1.2. Employ multi-channel (SMS, email, push) messaging for timely notifications and increase likelihood of payment compliance.
1.3. Synchronize payment status across practice management systems, accounting tools, and communication platforms to minimize administrative workload.
1.4. Enable custom scheduling, message templates, and escalation for overdue bills to maintain professional patient relationships.
Trigger Conditions
2.2. Overdue status detected in billing platform (via API or webhook).
2.3. Manual trigger by practitioner from practice management dashboard.
2.4. Recurring trigger for persistent overdue balances at defined intervals.
Platform Variants
3.1. Twilio (SMS)
- Feature: Programmable Messaging API
- Setting: Configure outgoing SMS with patient number, merge patient name, invoice amount, and payment link.
3.2. SendGrid (Email)
- Feature: Transactional Templates API
- Setting: Set template for overdue notices; inject dynamic fields like ‘due date’ and ‘balance.’
3.3. Gmail
- Feature: Send Mail API (https://developers.google.com/gmail/api)
- Setting: Authenticate, set recipient/patient, subject template, message body, send with one call.
3.4. Outlook 365
- Feature: Mail.Send Graph API endpoint
- Setting: Configure OAuth, recipient lookup, template, and schedule send.
3.5. Slack
- Feature: Incoming Webhooks
- Setting: Trigger internal reminders to accounting team channel when a patient passes escalation threshold.
3.6. WhatsApp Business API
- Feature: Message Templates endpoint
- Setting: Pre-approved payment reminder template, dynamic merging of bill info.
3.7. Zoho Books
- Feature: Payment Reminders API
- Setting: Enable automatic reminders and set frequency from Zoho dashboard.
3.8. QuickBooks Online
- Feature: Invoice API + Reminder sending feature
- Setting: Identify unpaid invoices and configure reminders on invoice object.
3.9. Xero
- Feature: Invoice reminders configuration
- Setting: Activate automated email reminders based on due/overdue status.
3.10. Mailgun
- Feature: Email Messages API
- Setting: Programmatically send reminder templates to patient list.
3.11. FreshBooks
- Feature: Automated Late Payment Reminders setting
- Setting: Preconfigure automatic notification schedule for overdue bills.
3.12. Stripe
- Feature: Invoices and Reminders API
- Setting: Enable automatic email notifications for overdue invoices.
3.13. Square
- Feature: Invoices API
- Setting: Set up automated reminder schedule for each unpaid invoice.
3.14. HubSpot
- Feature: Workflows + Email Sequences
- Setting: Trigger reminder when a deal or invoice property matches criteria.
3.15. Salesforce
- Feature: Process Builder / Flow + Email Alert
- Setting: Trigger outbound reminder message when payment record status is overdue.
3.16. Zapier
- Feature: Webhook, Email, and SMS Automation
- Setting: On invoice due trigger, send reminders via connected apps.
3.17. Pabbly Connect
- Feature: Automated Flows; Email/SMS Modules
- Setting: Create workflow for overdue invoice event and send notification.
3.18. ActiveCampaign
- Feature: Automated Email Campaigns
- Setting: Auto-send invoice reminders to tagged patients.
3.19. Intercom
- Feature: Message triggers and bots
- Setting: Configure bot to ping users with outstanding balances.
3.20. OneSignal
- Feature: Push Notification API
- Setting: Send app notification to patient device when bill is due.
3.21. Microsoft Teams
- Feature: Incoming Webhook / Adaptive Card
- Setting: Internal notification for payment team when follow-up required.
3.22. Klaviyo
- Feature: Flows for transactional email/SMS
- Setting: Initiate flow at invoice due date, send custom reminder.
Benefits
4.2. Enhances patient payment rates with timely nudges.
4.3. Supports scalable, consistent patient communication.
4.4. Fosters financial predictability and healthier cash flow for practitioners.
4.5. Integrates with existing software, ensuring data accuracy and reducing missed reminders.