Patient Payment Collection

The automation is triggered daily when an invoice reaches 7 days overdue and payment status is unpaid. Patient contact details and invoice amount are retrieved.

The automation queries to confirm the invoice remains unpaid and checks if a reminder has already been sent in the past 3 days to avoid duplicate messages.

A templated payment reminder email is sent to the patient with invoice details, amount due, and a direct payment link. The email is logged for audit purposes.

The automation checks the account for new payments received and extracts transaction details including amount, date, and any reference information provided by the patient.

The automation uses payment amount and any reference data to match the transaction to the correct patient invoice. If a match is found, the invoice is automatically marked as paid.

The matched payment is recorded with full audit trail. The patient's account balance is updated and the aged receivables list is refreshed.

Any payment that cannot be automatically matched is flagged notification to the billing team with payment details and suggested patient accounts, requiring manual review and reconciliation.