Patient Payment Collection

Workflow is triggered when a patient appointment is marked complete and a balance is due. Patient data and service details are automatically captured.

The automation reads the EMR data, validates the patient contact details, and prepares the invoice line items and amount due for the next step.

The automation creates a new invoice with the patient details, service codes, and balance. The invoice is automatically assigned to the correct patient account.

The invoice is sent to the patient's email address with a personalized message and payment instructions. A payment link is included for online payment.

Invoice details are automatically logged to a Google Sheet, including invoice number, patient name, amount, send date, and a due date reminder.

The automation checks daily for payments. If an invoice remains unpaid after 7 days, a reminder email is automatically sent to the patient.

When a payment is received, the automation matches it to the invoice, marks the invoice as paid, and updates the tracking sheet.

Invoices unpaid for 30+ days trigger a notification to the billing team with patient details and contact information for manual follow-up.