Patient Payment Collection

The automation checks daily for invoices that have reached their due date without payment. It pulls the patient name, email, invoice amount, and due date.

The automation retrieves the full patient contact record and invoice history to ensure the reminder is accurate and personalized.

The automation composes a professional payment reminder email using a template, inserting the patient name, invoice amount, due date, and payment instructions.

The reminder email is sent automatically to the patient's registered email address. A log entry is created to record the outreach.

The automation monitors the clinic's account for incoming payments. When a payment is received, it captures the amount, date, and payment method.

The automation matches the payment amount and date against open invoices, identifying the correct patient and invoice with high confidence.

The automation creates a payment record, links it to the matched invoice, and marks the invoice as paid.

A summary notification is sent to the clinic's channel confirming the payment has been recorded and reconciled, with any exceptions flagged for manual review.