Billing & Revenue Cycle AutomationPurpose
1.2. Automatedly schedule, personalize, and dispatch payment due reminders, second notices, and final follow-ups via diverse channels (email, SMS, phone, physical mail).
1.3. Integrate automators with accounting, LIMS, CRM, and patient billing systems to ensure real-time trigger, accurate message data, and escalation of delinquent accounts.
1.4. Reduce manual administrative workload, mitigate lost revenue, and increase operational efficiency in the healthcare laboratory billing environment.
Trigger Conditions
2.2. Automate follow-up when payment is overdue by a configurable number of days.
2.3. Automatedly trigger escalations based on non-response or failed delivery.
2.4. Automate based on patient type, insurance status, test type, or outstanding amount thresholds.
Platform Variants and Configuration Examples
3.1. Twilio SMS
• Feature/Setting: Automated SMS Campaign; configure trigger on new/overdue invoice, set SMS template, destination (patient’s number), and schedule cadence.
3.2. SendGrid
• Feature/Setting: Automated Email API; configure transactional email template, recipient mapping via API, and schedule with dynamic placeholders for due dates.
3.3. DocuSign
• Feature/Setting: Automated Reminders workflow; set up reminders on invoices sent for e-signature or payment, configure frequency and content template.
3.4. QuickBooks Online
• Feature/Setting: Automate payment reminder emails using “Automate Send Reminders” on unpaid invoices, integrate with custom follow-up schedules via their API.
3.5. Stripe
• Feature/Setting: Customer Portal with automated invoice emails; configure webhook to automate retries and reminders on failed/overdue payments.
3.6. Xero
• Feature/Setting: Automated invoice reminders by days overdue; set up message interval and generate follow-up emails to patient addresses.
3.7. Salesforce
• Feature/Setting: Process Builder automates “Reminder” task and emails based on custom logic for overdue billing objects.
3.8. HubSpot
• Feature/Setting: Workflow automator triggering payment follow-up emails/SMS with dynamic contact list segmentation by overdue status.
3.9. Zoho Books
• Feature/Setting: Automated payment reminders setup under “Reminders”; configure template, delivery frequency, and escalation flow.
3.10. Mailgun
• Feature/Setting: Automated batch email sending for reminders; set up via Scheduling API, route with dynamic patient data fields.
3.11. WhatsApp Business API
• Feature/Setting: Automated message templates for payment reminders; configure delivery through approved templates linked with due dates.
3.12. Google Calendar
• Feature/Setting: Automated event invites for payment dates; send notifications and reminders using automated calendar invites to patients.
3.13. PagerDuty
• Feature/Setting: Automated escalation policy; trigger notifications to billing team on critical overdue accounts nonresponsive to automation.
3.14. Slack
• Feature/Setting: Automated channel alerts for overdue invoices using integration bots, send reminders or tag responsible team members.
3.15. Microsoft Teams
• Feature/Setting: Automated follow-ups using scheduled chat messages triggered by overdue invoice events from connected finance apps.
3.16. Intercom
• Feature/Setting: Automated messages or email reminders to patients/customers with outstanding payments, leveraging business messaging automation.
3.17. FreshBooks
• Feature/Setting: Automated reminder email setup per client or globally, triggered by unpaid soon-to-be-due or overdue invoices.
3.18. SAP Concur
• Feature/Setting: Automated task reminders and escalation workflow for patient reimbursement or payment collection pending actions.
3.19. Braintree
• Feature/Setting: Automated payment retry and reminder email triggers via their recurring billing API or webhooks.
3.20. ActiveCampaign
• Feature/Setting: Automated drip campaign for payment follow-ups with segment-based triggers and response-based workflow branching.
3.21. QuickMail
• Feature/Setting: Automated sequence of emails to patient lists, personalized and triggered when invoice is unpaid past due threshold.
3.22. Zendesk
• Feature/Setting: Automated ticket creation and reminder emails on billing tickets for non-payment, with follow-up escalations timed per policy.
Benefits
4.2. Automation improves operational efficiency by eliminating repetitive manual reminder tasks.
4.3. Automates adherence to billing policies and compliance requirements for healthcare providers.
4.4. Automatedly improves patient and customer experience via consistent professional communications.
4.5. Automators enable real-time oversight, reducing risk of lost income and data entry errors.