Instant triggering of payment links for clients

Purpose

1.1. Instantly automate the generation and delivery of payment links to clients after emergency veterinary consultations or procedures, ensuring seamless, automated, and prompt billing, automated payment collection, and improved revenue cycle management.
1.2. Automates the reduction of administrative workload and minimizes payment delays by enabling real-time, automated payment link dispatch tailored to urgent care scenarios in veterinary settings.

Trigger Conditions

2.1. Automatedly triggered when a patient discharge is recorded in the system.
2.2. Automates upon completion of an emergency procedure, service, or consultation logged in EMR.
2.3. Automating client-initiated requests for payment through a client portal or chatbot.
2.4. Automated on updating the billing status in the veterinary management system.
2.5. Triggered by manual staff input after service delivery for cases outside regular practice management workflows.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate outbound SMS API to send payment links via programmable messaging.
3.2. SendGrid
• Feature/Setting: Automating the transactional email API for rapid payment link emailing.
3.3. Stripe
• Feature/Setting: Automated Payment Links API for generating and sharing unique payment URLs.
3.4. Square
• Feature/Setting: Automate the Invoices API to send auto-generated payment requests by email or SMS.
3.5. PayPal
• Feature/Setting: Automatedly configure the Invoicing API to create/send instant payment links.
3.6. Zoho Books
• Feature/Setting: Automate “Send Invoice” API to automate link dispatch post-service.
3.7. QuickBooks Online
• Feature/Setting: Automating Automated Sales Receipt or Invoice APIs to generate payment links.
3.8. FreshBooks
• Feature/Setting: Automates Invoice API to instantly email payment options upon triggering event.
3.9. Xero
• Feature/Setting: Automating the “Invoices” endpoint for payment URL dispatch.
3.10. WhatsApp Business API
• Feature/Setting: Automate interactive message templates for link delivery via chat.
3.11. Salesforce
• Feature/Setting: Automatable workflow rules to trigger third-party payment link APIs.
3.12. HubSpot
• Feature/Setting: Automate with workflow automations and payment integration tools for link delivery.
3.13. Mailgun
• Feature/Setting: Use the automated transactional email API to send billing and payment links.
3.14. Shopify
• Feature/Setting: Automate Checkout Link API for instant checkout/payment link generation.
3.15. WooCommerce
• Feature/Setting: Automate the REST API to generate order payment links.
3.16. WePay
• Feature/Setting: Automating the Link Payments API for unique payment link creation and emailing.
3.17. GoCardless
• Feature/Setting: Automate Payment Request Flow API for instant client payment links.
3.18. Chargebee
• Feature/Setting: Automatable Hosted Pages API for instant payment link distribution.
3.19. Microsoft Teams
• Feature/Setting: Automate messaging workflows or bots to share links with clients securely.
3.20. Slack
• Feature/Setting: Automate Slack bot messages or workflow builder for payment link automation.
3.21. Google Chat
• Feature/Setting: Automate with webhooks/bots to send links during active support.
3.22. Intercom
• Feature/Setting: Automate chat workflows to push payment links in live conversations.

Benefits

4.1. Automates and accelerates the revenue collection process for emergency veterinary practices.
4.2. Reduces manual workload by automating repetitive billing and payment tasks.
4.3. Enables automated, real-time payment settlements, reducing risks of delayed or missed payments.
4.4. Automating communications enhances client experience with convenient, immediate payment options.
4.5. Ensures error-free, consistent automated messaging and record-keeping across the billing lifecycle.