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About This Automation
Outstanding balance follow-up is the manual process of identifying overdue patient accounts, composing reminder messages, and tracking payment responses. Manual composition and logging consume significant time and often result in inconsistent or delayed outreach.
Automation generates personalized reminders automatically, sends them on schedule, and logs all contact attempts in real time. The result is faster collections, higher contact rates, and complete audit trails with minimal staff effort.
Key features:
Identify overdue accounts automatically from aging reports and filter by days past due
Generate personalized reminder messages with patient name, balance, and payment instructions
Send reminders via email on a scheduled basis without manual composition
Log all contact attempts and delivery status automatically in the patient accounting system
Track payment responses and flag accounts for follow-up calls when no payment is received
Maintain a complete audit trail of all reminder activity for compliance and reporting
Everything you need to know before mapping this process.
The automation skips that account and flags it for manual follow-up via phone call. Your team receives a notification so no patient falls through the cracks.
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