Payment plan reminders

Purpose

1.1. To automate billing cycle management by sending payment plan reminders to patients, ensuring on-time installments and reducing manual intervention.
1.2. To automate message delivery for missed, upcoming, and due payments to patients under any bonesetting clinic’s installment plan.
1.3. To provide automated, multi-channel reminders (SMS, email, voice) to improve revenue collection, minimize outstanding payments, and maintain positive patient relations.
1.4. To automate escalation for overdue payments and seamlessly update invoices in the billing system.
1.5. To automatedly log all communications within the practice management ecosystem for compliance and audit tracking.

Trigger Conditions

2.1. Scheduled automation for each payment installment based on a patient’s agreed payment plan calendar.
2.2. Automated triggers for overdue status or missed payments.
2.3. Real-time automation upon invoice creation with payment plan terms.
2.4. Patient status update (payment cleared or rescheduled) in billing software initiates or halts reminder automation.
2.5. Custom date-based automation for special payment arrangements.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: “Automated SMS Reminders” — configure programmable SMS API to send time-based reminders using patient phone field and payment dates.
3.2. SendGrid
• Feature/Setting: “Automated Email Campaigns” — utilize transactional templates and scheduled triggers for reminder emails linked to invoice due dates.
3.3. Stripe
• Feature/Setting: “Billing API — Payment Intent Webhooks” — trigger automation on upcoming or failed recurring payments for installment plans.
3.4. Freshdesk
• Feature/Setting: “Automated Ticket Creation” — auto-generate support tickets for at-risk overdue payments through workflow automation.
3.5. Salesforce
• Feature/Setting: “Process Builder” — scheduled automation for contact record follow-up tasks and reminder emails for installment plans.
3.6. HubSpot
• Feature/Setting: “Workflow Automation” — automate follow-up sequences for payment milestones, email, and SMS channel integration.
3.7. ActiveCampaign
• Feature/Setting: “Automations” — trigger messages and send multi-channel reminders from CRM based on payment status field.
3.8. WhatsApp Business API
• Feature/Setting: “Automated Message Templates” — configure scheduled WhatsApp reminders with appointment & due date details.
3.9. Google Calendar
• Feature/Setting: “Automated Calendar Events” — auto-create reminder events for patients and staff on each plan due date.
3.10. DocuSign
• Feature/Setting: “Automated Envelope Reminders” — trigger signed payment agreements to notify of approaching/missed installments.
3.11. QuickBooks Online
• Feature/Setting: “Recurring Invoice Reminders” — automate invoice reminder emails for payment plans via scheduled emails.
3.12. Mailgun
• Feature/Setting: “Scheduled Email API” — configure recurring reminder emails for due and overdue notices.
3.13. Zoho Books
• Feature/Setting: “Workflow Rules — Payment Reminders” — set up automated reminders based on invoice schedules in payment plans.
3.14. Pipedrive
• Feature/Setting: “Workflow Automator” — automate tasks and reminders for deal records with payment plan custom fields.
3.15. Slack
• Feature/Setting: “Scheduled Reminders Bot” — automate Slack notifications to billing/admin team for at-risk unpaid plans.
3.16. Microsoft Outlook
• Feature/Setting: “Automated Email Rules” — create scheduled send rules for payment follow-up emails.
3.17. Intercom
• Feature/Setting: “Outbound Message Campaigns” — mass automate payment plan reminders and behavioral triggers.
3.18. PayPal
• Feature/Setting: “Subscription Webhooks” — automate email/SMS reminders using webhook triggers for subscription payments.
3.19. Gmail
• Feature/Setting: “Scheduled Send & Google Apps Script” — send automated reminders leveraging patient contacts and custom scripts.
3.20. Telegram Bot API
• Feature/Setting: “Automated Bot Messages” — trigger scheduled reminders for patients using Telegram chatbots.
3.21. Monday.com
• Feature/Setting: “Automations” — create rules to send reminders or update statuses on boards with payment plan timelines.
3.22. Zoho CRM
• Feature/Setting: “Blueprint & Workflow Automation” — auto-update lead/patient records and fire reminders based on payment plans.
3.23. WooCommerce
• Feature/Setting: “Automated Follow-Up Emails” — set up plugin or workflow to send plan-specific payment reminders.

Benefits

4.1. Automates consistent reminders, increasing on-time payments and reducing staff labor.
4.2. Automated reminders reduce payment default rates and improve monthly cash flow for bonesetting clinics.
4.3. Automation provides multi-channel communication, customized to patient preference (SMS, email, chat, voice).
4.4. Automates documentation and audit trail, supporting regulatory compliance and transparency.
4.5. Automated escalation for at-risk accounts minimizes losses and improves financial forecasting.