Missed payment alerts to finance team

Purpose

1.1. Automate real-time alerts for missed patient payments to the finance team within occupational therapy practices.
1.2. Automate monitoring of payment due dates and instantly notify responsible parties to reduce revenue leakage.
1.3. Automate escalation workflows for overdue invoices, improving operational efficiency and minimizing manual intervention.
1.4. Automate documentation of communications for audit trails and compliance.
1.5. Automate integration with EHR, billing, and CRM platforms for seamless and closed-loop automating of payment workflows.

Trigger Conditions

2.1. Automate notification when the payment status on patient invoice is marked "overdue" or "unpaid" past a configurable date.
2.2. Automate triggers upon receiving an "insufficient funds" or "payment failure" API callback from payment processors.
2.3. Automate triggers based on daily or weekly scans of open balances via billing platform API.
2.4. Automate escalations when the same patient or invoice triggers a missed payment alert above a defined threshold.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate sending SMS alerts; Configure with Twilio Programmable Messaging API, set POST endpoint with finance team phone numbers.
3.2. SendGrid
• Feature/Setting: Automate email alerts using SendGrid Mail Send API, mapping finance group emails.
3.3. Slack
• Feature/Setting: Automate channel notifications using Slack Incoming Webhooks; set finance-alerts channel.
3.4. Microsoft Teams
• Feature/Setting: Automate chat alerts with Teams Incoming Webhook connector for payment channel.
3.5. Gmail
• Feature/Setting: Automate email sending using Gmail API, filter for finance group; set ‘missed payment’ subject line.
3.6. Outlook
• Feature/Setting: Automate alerts via Office 365 Mail Send API, trigger to finance or accounting group inbox.
3.7. Salesforce
• Feature/Setting: Automate Chatter or task creation using Salesforce REST API for flagged payment records.
3.8. QuickBooks
• Feature/Setting: Automate extracting unpaid invoices and alert finance team using QuickBooks Online API Webhooks.
3.9. Xero
• Feature/Setting: Automate overdue invoice alert using Xero Accounting API’s webhook notifications.
3.10. Zoho Books
• Feature/Setting: Automate workflow rule in Zoho Books to trigger email notifications for overdue invoices.
3.11. Stripe
• Feature/Setting: Automate missed payment alert workflows using Stripe’s webhook for "invoice.payment_failed" event.
3.12. PayPal
• Feature/Setting: Automate failed payment triggers using PayPal Instant Payment Notification (IPN).
3.13. HubSpot
• Feature/Setting: Automate ticket creation or workflow email using HubSpot Workflows when invoice property is overdue.
3.14. Asana
• Feature/Setting: Automate task creation for finance review using Asana API when overdue detected by automator.
3.15. Trello
• Feature/Setting: Automate card generation for missed payments using Trello API to a finance board.
3.16. Monday.com
• Feature/Setting: Automate board update or notification to finance automator using Monday.com API on payment status.
3.17. Notion
• Feature/Setting: Automate page or database entry for missed payment events using Notion API.
3.18. Google Sheets
• Feature/Setting: Automate appending missed payment records to Sheets using Google Sheets API and script notification.
3.19. Pipedrive
• Feature/Setting: Automate automated activity or email to finance from deal/pipeline state via Pipedrive API.
3.20. FreshBooks
• Feature/Setting: Automate email/notification alerts for unpaid invoices with FreshBooks API event triggers.
3.21. Zapier
• Feature/Setting: Automate multi-platform logic to alert finance using Zap-level triggers/actions for missed payments.
3.22. Intercom
• Feature/Setting: Automate internal note/message to finance users in Intercom via Message API on payment failure.
3.23. PagerDuty
• Feature/Setting: Automate high-severity alert setup via PagerDuty Events API for repeated payment misses.

Benefits

4.1. Automatedly reduces manual tracking for finance teams by automating repeated alerting.
4.2. Automates faster response to overdue payments, increasing collection efficiency.
4.3. Automates compliance and record-keeping for payment communication.
4.4. Automates escalations and reminders, removing reliance on manual follow-up.
4.5. Automate integration with existing healthcare and therapy billing platforms for complete automator workflow.
4.6. Automates reduction of revenue risk by shortening the overdue-to-payment cycle.