Collect co-payments or outstanding balances using reminders

Purpose

1.1. Automate the process of notifying patients or guardians about co-payments or outstanding balances for eating disorder treatment, ensuring timely payment collection and minimizing manual follow-ups.
1.2. Enable automated reminders via SMS, email, phone calls, in-app messaging, or physical mail, integrating with electronic health records and billing platforms to reduce operational overhead.
1.3. Support compliance with HIPAA regulations by automating secure communication and safeguarding patient payment information throughout the billing lifecycle.

Trigger Conditions

2.1. Automated detection of overdue bills or unpaid co-payments upon generation of invoices in EHR/billing systems.
2.2. Automated scheduling of recurring reminders at custom intervals (e.g., 1, 7, 14 days post-invoice).
2.3. Real-time automation trigger upon payment status updates or changes in patient account balance.
2.4. Automatedly starting after missed payment deadlines or based on claim processing status from insurance carriers.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS Reminders using REST API, configure POST /Messages endpoint to send personalized payment prompts.
3.2. SendGrid
• Feature/Setting: Automated email reminders using Mail Send API, configure transactional email templates per outstanding balance event.
3.3. Mailgun
• Feature/Setting: Automate both scheduled and triggered email reminders via /messages API, track delivery and engagement.
3.4. Nexmo (Vonage)
• Feature/Setting: Automate SMS and voice call reminders with Messages API and Voice API, configure automated workflows per patient category.
3.5. DocuSign
• Feature/Setting: Automate payment consent form requests using Envelopes::create API, link to payment reminders.
3.6. Stripe
• Feature/Setting: Automate payment collection with Invoices API, enable automatic failed payment follow-ups.
3.7. PayPal
• Feature/Setting: Automate payment reminders using Invoicing API, send invoices and track reminders.
3.8. Salesforce Health Cloud
• Feature/Setting: Automate workflow rules for co-pay reminders, use Process Builder for notification automation.
3.9. Zoho Books
• Feature/Setting: Automate payment reminders with automated email settings in invoice module.
3.10. QuickBooks
• Feature/Setting: Automate outstanding payment reminders by configuring scheduled statements via API.
3.11. Epic EHR
• Feature/Setting: Automate billing reminders using Chronicles API, integrate with MyChart message delivery.
3.12. Cerner Millennium
• Feature/Setting: Automate balance notifications triggered by PowerChart event scripts or via FHIR Billing API.
3.13. SimpleTexting
• Feature/Setting: Automate mass SMS reminders and payment links via campaign scheduling.
3.14. RingCentral
• Feature/Setting: Automate voice calls and SMS reminders via Voice/SMS Messaging API, auto-scheduling calls for overdue bills.
3.15. Intercom
• Feature/Setting: Automate in-app and email billing reminders using Message API; segment users with overdue balances.
3.16. Slack
• Feature/Setting: Automate internal alerts to billing staff on overdue patient accounts using Incoming Webhooks API.
3.17. Zapier
• Feature/Setting: Automate multi-platform reminder workflows using Trigger–Action automation, including EHR to communication.
3.18. Google Workspace
• Feature/Setting: Automate notification emails using Google Apps Script or Gmail API, drive status updates to Sheets.
3.19. Microsoft Power Automate
• Feature/Setting: Automate reminder flows integrating Outlook, Teams, and Dynamics 365 F&O Billing API.
3.20. Lob
• Feature/Setting: Automate physical mail reminders (letters or postcards) for payment using the Print & Mail API.

Benefits

4.1. Automates repetitive reminder tasks, enabling quicker revenue cycles and less manual intervention.
4.2. Minimizes human billing errors through consistent automation logic across platforms.
4.3. Enhances cash flow and reduces unpaid balances using diverse automated reminder channels.
4.4. Supports compliance and accurate record-keeping by automating communications per healthcare regulations.
4.5. Improves patient experience with timely, predictable, and automated notifications regarding their balances.