Billing & AdministrationPurpose
1.2. Automating the sending of reminders and follow-up messages to clients whose payments are late.
1.3. Automator to update payment status in real-time and maintain records for reporting.
1.4. Seamless integration with healthcare invoicing, scheduling, and CRM systems for transparent billing management.
1.5. Minimize manual chasing by deploying automation workflows across communication platforms.
1.6. Enhance compliance and patient relationships through timely, automated notifications.
1.7. Automate escalation processes for chronic non-payment using multi-step workflows.
Trigger Conditions
2.2. Scheduled task to check outstanding balances daily/weekly.
2.3. EHR/EMR event: session marked attended, but no payment logged.
2.4. Failed payment notification from payment gateway.
2.5. Cancellation of a recurring subscription due to non-payment.
2.6. Manual staff flagging of accounts as overdue.
Platform variants
• API: "List Invoices" with `"status": "open, past_due"` configuration; automate webhook for failed payments.
3.2. Square
• API: ListInvoices endpoint with filter `"status": "UNPAID"`; automate SMS/email with reminders.
3.3. QuickBooks Online
• Feature: Invoices API, search with `Balance > 0`; automate scheduled email reminders.
3.4. Xero
• API: "Get Invoices" filtered where `Status="AUTHORISED", AmountDue > 0` for automatable overdue detection.
3.5. Zoho Books
• API: List Invoices API with parameter `status=overdue`; automate notification payloads.
3.6. FreshBooks
• API: Invoice List endpoint, filter by `overdue=true`; automated email/SMS triggers.
3.7. PayPal
• API: Invoice Search, filter by `status: "UNPAID"`; automate reminders via client contact method.
3.8. Sage Intacct
• Feature: AR Invoice List API, filter `STATE = "Past Due"`; schedule auto-reminders.
3.9. HubSpot CRM
• Workflow: Use "Payments" property and pipeline automation for overdue follow-ups.
3.10. Salesforce
• Feature: Workflow Rule on Opportunity or Payment object where `Payment Status != Paid`; automate email/SMS.
3.11. Google Sheets
• Function: Script with time-based trigger that checks “Due Date” column vs. today; automatable sending of custom reminders.
3.12. Gmail
• API: Automatedly send templated payment chasing emails from filtered overdue list.
3.13. Outlook/Office 365
• Feature: Power Automate flow triggered by overdue payment flag in Excel/Outlook Contacts.
3.14. Mailchimp
• Automation: Email journey triggered by tag “Overdue Payment”; use Audience segmentation.
3.15. Twilio SMS
• API: Automated sending of SMS reminders using programmable Messaging API.
3.16. WhatsApp Business API
• API: Automator sends overdue payment template message via registered business phone.
3.17. Slack
• Feature: Bot sends direct message to internal admin team when overdue clients detected.
3.18. Monday.com
• Automation: Status change in board column “Payment Due”; automatable integration with third-party reminder tool.
3.19. Asana
• Rule: Task creation or comment when “Due Date” overdue in project; automate task assignment for follow-up.
3.20. Calendly
• API: On missed payment, automate invite cancellation or reschedule notice to client.
3.21. DocuSign
• API: Automate sending payment follow-up forms or agreements for delinquent accounts.
3.22. Pipedrive
• Workflow: Stage-based triggers for overdue deals; automate reminders via email/SMS integrations.
Benefits
4.2. Automated escalation and tracking provide transparent audit trails.
4.3. Automates timely, consistent reminders, helping to improve cash flow.
4.4. Automation enhances client relationships with professional, non-intrusive communication.
4.5. Minimizes lost revenue from missed or late payments through automatable sequences and automator-driven escalation processes.
4.6. Ensures compliance via logged, automated reminders and can be tailored for GDPR/PHI requirements.