Patient payment collection involves reviewing overdue balances, confirming what is truly owed, and following up until payment is received. Handled manually, it consumes significant staff time and often delays payment for weeks.
The automated version reviews balances daily, sends timely reminders, and matches payments to invoices without manual entry. This shortens the time to payment and frees billing staff for other work.
The full workflow, from trigger to completion.
An invoice crosses its due date unpaid, starting the collection sequence automatically.
The automation pulls the current aging data and confirms the balance is owed after insurance and copay adjustments.
A personalized reminder with the balance and payment link is sent from the practice's account.
A short text reminder goes out if the balance is still open after the email.
The automation checks for a matching payment and prepares the reconciliation entry.
If no payment lands within 7 days, the billing coordinator makes a personal call to resolve the balance.
The confirmed payment is matched to the open invoice and the balance is closed out.
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