Payment Collection

The automation platform monitors daily. When an invoice reaches its due date without a payment recorded, the workflow is triggered.

The system retrieves the invoice amount, patient name, email, and payment history.

An automated email is sent to the patient using a customizable template. The email includes the invoice amount, due date, and payment instructions.

The automation checks and the practice bank account for incoming payments linked to the patient or invoice reference.

When a payment arrives, the system matches it to the correct invoice using the payment reference, amount, and patient identifier.

The matched payment is automatically recorded, updating the invoice status to paid and reconciling the account.

The bookkeeper receives a notification confirming the payment has been recorded, with a summary of the transaction.