Billing, Payments, and InsurancePurpose
1.2. Automates sending timely reminders to guardians about upcoming, due, or overdue payments.
1.3. Streamlines payment compliance, reducing administrative workload and automating the patient financial journey.
1.4. Ensures automated updating of records in EMR/EHR and financial dashboards for accurate tracking.
1.5. Integrates with insurance verification to offer appropriate payment options post-claim.
1.6. Automator workflow coordinates messaging (SMS/email/phone) and payment link delivery.
1.7. Enhances patient satisfaction by automating communications and providing customizable plans.
Trigger Conditions
2.2. Automates on detection of partial payment or request for installment via online portal.
2.3. Triggered automatedly when insurance claim settles with outstanding balance.
2.4. Automating on completion of surgery with patient consent captured for payment plan.
2.5. Automates based on scheduled billing cycle or due date approaches.
Platform Variants (Twenty+ Platforms/Functions)
3.1. Stripe
• Feature/Setting: Automate payment plan creation API; auto-schedule recurring payments.
• Sample: Use Stripe's `/v1/payment_intents` & `/v1/subscriptions` endpoints.
3.2. PayPal
• Feature/Setting: Automates billing agreements; set up recurring payment plan API.
• Sample: Use PayPal "Create Billing Plan" REST API endpoint.
3.3. Square
• Feature/Setting: Automates installment plans within Square Invoices; reminder automation.
• Sample: Enable and configure "Installment Plan" in Square Dashboard and use reminders endpoint.
3.4. QuickBooks
• Feature/Setting: Automates scheduled invoices; automatic reminders via QuickBooks API.
• Sample: Use "Create Invoice" and "Send Payment Reminder" APIs.
3.5. Twilio
• Feature/Setting: Automates SMS reminders; programmable messaging API.
• Sample: Use Twilio "Send SMS" (Programmable Messaging) API.
3.6. SendGrid
• Feature/Setting: Automates email reminders; email automation API.
• Sample: Use SendGrid "Mail Send" REST API for triggered reminders.
3.7. Salesforce Health Cloud
• Feature/Setting: Automates case updates, payment plan records, and automated messaging.
• Sample: Use Salesforce Health Cloud "Update Record" and "Send Notification" flows.
3.8. Zoho Books
• Feature/Setting: Automates payment plan management; scheduled reminders via API.
• Sample: Activate "Recurring Invoice" and Reminder APIs in Zoho Books.
3.9. Xero
• Feature/Setting: Automates repeating invoices; use automated payment reminders.
• Sample: Configure "Repeating Invoice" via API and set reminders in Xero settings.
3.10. Mailgun
• Feature/Setting: Automates payment email reminders via transactional email API.
• Sample: Use Mailgun "Send Message" endpoint, schedule with automator rules.
3.11. DocuSign
• Feature/Setting: Automate patient e-signature for payment plan consent; API for pre-fill.
• Sample: Use DocuSign "Envelope" creation API with patient data merge fields.
3.12. Google Calendar
• Feature/Setting: Automates event creation for payment reminders; notification triggers.
• Sample: Use "Create Event" API for each installment due date.
3.13. Microsoft Outlook
• Feature/Setting: Automates automated reminder emails via Calendar and Mail API.
• Sample: Create event and automated email with Outlook REST API.
3.14. Plaid
• Feature/Setting: Automates patient bank account verification for recurring payments.
• Sample: Use Plaid "Auth" and "Recurring Payments" API endpoints.
3.15. FreshBooks
• Feature/Setting: Automates scheduled invoices and payment reminders.
• Sample: Use "Recurring Invoice" API and "Send Reminder" functionalities.
3.16. Meditab IMS
• Feature/Setting: Automates patient billing record updates and reminder triggers.
• Sample: Use Meditab API to attach notes/reminders to patient accounts.
3.17. Kareo
• Feature/Setting: Automates payment plan offers post-claim; automator for reminders.
• Sample: Use Kareo API to flag patient for automated follow-up.
3.18. Slack
• Feature/Setting: Automate internal notifications to billing staff for plan follow-up.
• Sample: Use Slack "Send Message" API triggered at plan setup.
3.19. WhatsApp Business API
• Feature/Setting: Automated payment reminder messages directly to guardians.
• Sample: Use WhatsApp Business message API per due date.
3.20. Zapier
• Feature/Setting: Automate cross-platform triggers connecting EHR, billing, and comms tools.
• Sample: Automated workflow built with Zapier multi-step Zaps.
3.21. Intercom
• Feature/Setting: Automated in-app reminders and payment plan offers.
• Sample: Use Intercom "Message" API for scheduled reminders.
3.22. AWS SES
• Feature/Setting: Automate batch email reminders for payment plans.
• Sample: Use AWS SES "SendEmail" API for automated campaigns.
3.23. Oracle NetSuite
• Feature/Setting: Automate payment plan creation and reminders via SuiteScript.
• Sample: Use SuiteScript to schedule periodic reminder emails.
3.24. HubSpot
• Feature/Setting: Automate CRM-driven payment plan emails; set up sequences.
• Sample: Use HubSpot "Workflows" and "Email Sequences" APIs.
3.25. Calendly
• Feature/Setting: Automates follow-up meetings with billing staff for overdue plans.
• Sample: Configure "Event Scheduling" and "Reminder" webhooks.
Benefits
4.2. Automated payment reminders reduce missed payments and manual effort.
4.3. Workflow automates documentation, improving compliance for pediatric surgery billing.
4.4. Parents/guardians experience a frictionless, automated process tailored to their needs.
4.5. Automated integrations with EHR and financial systems enable scalable growth.
4.6. Automating notification minimises staff intervention, freeing resources for direct patient care.
4.7. Automation ensures error reduction, timely updates, and standardized patient billing communication.