Billing & PaymentsPurpose
1.2. Prevent missed payments by triggering reminders based on invoice status, due dates, or partial payments in a bonesetting house environment.
1.3. Enable consistent, automated follow-ups without manual intervention, reducing staff workload and minimizing payment delays.
1.4. Create an audit trail of automated communication for revenue management and compliance in healthcare billing.
1.5. Facilitate automated scheduling and escalation of reminders, increasing collection rates and maintaining professional patient relations.
Trigger Conditions
2.2. Payment not received by a specified number of days before/after due date (e.g., 3 days before, 1 day after).
2.3. Partial payment recorded; automate reminder for outstanding balance.
2.4. Manual override or rescheduling of reminders by billing staff triggers next automated reminder.
2.5. Patient communication preference detected (SMS, email, call).
Platform Variants
• Feature/Setting: Automate SMS/WhatsApp reminders using Twilio Messaging API; configure messaging flow and webhook to send automated reminders based on trigger conditions.
3.2. SendGrid
• Feature/Setting: Automate email reminders with SendGrid Transactional Email API; customize email template and set automation trigger on payment status change.
3.3. Mailgun
• Feature/Setting: Set up automated email workflows with Mailgun Events API; trigger automatic reminders on event filters (e.g., "invoice_due" tag).
3.4. Slack
• Feature/Setting: Automate internal Slack alerts for billing team via Slack Incoming Webhooks API; notify staff on failed payment or repeated reminders.
3.5. Microsoft Teams
• Feature/Setting: Use Teams Connector API to automate notifications to billing channels on overdue invoices.
3.6. WhatsApp Business API
• Feature/Setting: Automate WhatsApp reminders using pre-approved templates; schedule and personalize via API endpoint calls.
3.7. Plivo
• Feature/Setting: Configure Plivo SMS API to send payment reminders with dynamic content; automate according to invoice status.
3.8. RingCentral
• Feature/Setting: Automate voice or SMS reminders using RingCentral Messaging or Voice API; integrate with billing triggers.
3.9. Gmail API
• Feature/Setting: Automate sending personalized reminder emails using Gmail Send API and OAuth2 authentication.
3.10. Zoho CRM
• Feature/Setting: Use Zoho CRM workflow automation to trigger reminders on payment module field changes.
3.11. Salesforce
• Feature/Setting: Leverage Salesforce Process Builder or Flow to automate reminder messaging using Salesforce Email or SMS integration.
3.12. QuickBooks Online API
• Feature/Setting: Automate scheduled reminders using QuickBooks Webhooks/API when invoice status changes to overdue.
3.13. Xero API
• Feature/Setting: Automate email reminders through Xero’s Reminder API endpoints, configured by invoice timeline.
3.14. Stripe
• Feature/Setting: Automate emails or SMS on missed payments using Stripe Billing Webhooks and API for invoice events.
3.15. PayPal
• Feature/Setting: Configure PayPal IPN or REST API webhooks to automate reminder messaging on unpaid invoice events.
3.16. Zoho Books
• Feature/Setting: Automate reminders via Zoho Books’ Automation Rules on overdue invoices or partial payments.
3.17. FreshBooks
• Feature/Setting: Enable and customize automated reminders from FreshBooks Auto-Payment Reminders settings.
3.18. HubSpot
• Feature/Setting: Automate reminders via HubSpot Workflows, triggered on deal/patient payment fields.
3.19. Google Calendar API
• Feature/Setting: Automate event-based reminders synced to patient billing/calendar; trigger notifications as due date nears.
3.20. Zapier
• Feature/Setting: Use Zapier automation to connect invoicing/billing apps to email/SMS channels for automated reminders.
3.21. Pipedrive
• Feature/Setting: Set up Deal Workflow Automation to trigger and send payment reminders on billing pipeline stages.
3.22. ActiveCampaign
• Feature/Setting: Automate reminder emails or SMS with ActiveCampaign Automations triggered by custom payment events through API.
3.23. Intercom
• Feature/Setting: Configure Automated Messages for payment reminders based on user lifecycle and billing status.
3.24. Monday.com
• Feature/Setting: Use custom automations to trigger email or SMS reminders based on payment deadlines in boards.
Benefits
4.2. Increases timely payments by delivering targeted, automated notifications.
4.3. Enables scalable, automatable processes as patient base grows.
4.4. Reduces administrative costs through automation of routine communication.
4.5. Enhances patient experience via consistency and choice of communication.
4.6. Provides full visibility and auditability of all automated actions for compliance.
4.7. Frees up staff for more critical patient care and higher-value tasks by using automated systems.