Automated overdue bill follow-up emails/SMS

Purpose

1.1. Automate the process of sending overdue bill follow-up emails and SMS to guardians of pediatric patients, reducing manual efforts, improving cash flow, minimizing overdue balances, automating reminders, ensuring compliance, and providing consistent communication.
1.2. Automatedly notify patients or guardians about outstanding payments, explain overdue charges, present payment links, and escalate follow-ups based on response or payment status changes.
1.3. Automate tracking of overdue accounts in billing systems, ensuring follow-up is timely and reduces revenue leakage in pediatric surgery practices.
1.4. Synchronize automated workflows across multiple communication channels (email, SMS, phone), leveraging automatable sequences and data for effective patient financial engagement.

Trigger Conditions

2.1. Automation initiates when a bill status is marked overdue in the practice management or billing system.
2.2. Automate triggers based on scheduled intervals after due date, e.g., 1, 7, and 14 days past due.
2.3. Returned or undeliverable notification triggers alternate follow-up action.
2.4. Patient or guardian payment updates trigger automated cessation or modification of follow-up sequences.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS sending via Programmable Messaging API; configure trigger for overdue status detected, use patient mobile data from billing software.
3.2. SendGrid
• Feature/Setting: Automate email follow-up using the Email API; automate email templates for overdue bills, set up automatable triggers from billing platform.
3.3. Microsoft Power Automate
• Feature/Setting: Leverage the 'When a record is updated' or 'Scheduled flow' to automate overdue notifications, integrate with email and SMS connectors.
3.4. Zapier
• Feature/Setting: Automate actions with billing system triggers; configure Gmail/Outlook SMS plugins, automate repetitive overdue reminders.
3.5. Salesforce Service Cloud
• Feature/Setting: Process Builder or Flow Builder automates email/SMS tasks on overdue status change of billing objects.
3.6. Mailgun
• Feature/Setting: Automate transactional email API; set up automatable templates for overdue follow-ups, integrate with practice software.
3.7. Nexmo (Vonage SMS)
• Feature/Setting: Use SMS API to automate message dispatch on overdue trigger, personalize with guardian details.
3.8. HubSpot Workflows
• Feature/Setting: Workflow automation for overdue pipeline stages, automate email follow-up using contact database.
3.9. ActiveCampaign
• Feature/Setting: Automate sequences based on overdue tag triggers; email and SMS automation via integrated channels.
3.10. Intercom
• Feature/Setting: Automate outbound messaging bots for payment reminders, triggered by overdue status via API.
3.11. Freshdesk
• Feature/Setting: Workflow automator for ticketing overdue billing, automate notifications using integrated SMS/email plugins.
3.12. Google Apps Script
• Feature/Setting: Script automates Gmail/SMS messages based on data in Google Sheets billing logs.
3.13. Slack (Integrated reminders via API or workflow tools)
• Feature/Setting: Automate Slack bot messages to billing team for overdue account follow-up status checks.
3.14. Stripe
• Feature/Setting: Webhook triggers automate overdue invoice reminders, automate email/SMS notifications via connected platforms.
3.15. QuickBooks Online
• Feature/Setting: Automate custom workflow reminders for overdue invoices; utilize email APIs or integrated SMS add-ons.
3.16. Pabbly Connect
• Feature/Setting: Automate multi-step overdue reminder flows, connecting billing software to SMS/email channels.
3.17. Infobip
• Feature/Setting: Automate SMS/email via omnichannel API, scheduling automated reminders on overdue status.
3.18. Plivo
• Feature/Setting: SMS API triggers automate bill reminder messages, customizable sender ID for healthcare compliance.
3.19. Zoho CRM
• Feature/Setting: Workflow rules automate follow-up messages triggered by overdue custom field changes.
3.20. MessageBird
• Feature/Setting: Automate cross-channel reminders with Flow Builder, synchronize overdue billing status to trigger actions.

Benefits

4.1. Automates and streamlines overdue payment collection, reducing administrative burdens for pediatric surgical practices.
4.2. Automating follow-ups maximizes recovery rates and minimizes days outstanding, improving cash flow.
4.3. Ensures consistent, timely, and compliant communication, reducing risk of forgetfulness.
4.4. Automatable escalation tiers enhance personalization and support for patients or guardians.
4.5. Integrated automators reduce manual data entry and errors, improving billing team productivity.