Patient payment collection at specialist clinics involves manually creating invoices, sending them to patients, tracking payments, and reconciling deposits across multiple systems.
Automation extracts appointment data directly into accounting software, sends invoices instantly, monitors incoming payments automatically, and flags overdue accounts for timely collection. The result is faster payment cycles and dramatically reduced administrative overhead.
The full workflow, from trigger to completion.
The automation detects a new completed appointment or billing record in the practice management system or via a webhook trigger.
The automation creates a new invoice with patient details, service description, amount, and due date, pulling data from the appointment record.
The automation sends an invoice email to the patient with a payment link or attachment, personalizing the message with the patient name.
The automation adds the invoice details tracking list automatically.
The automation checks and bank feeds daily for incoming payments and updates the tracking sheet when a payment is received.
The automation sends a payment reminder email to patients with unpaid invoices 7 days after the due date.
The automation matches received payments to invoices and marks them as paid, logging the payment method and date.
The automation sends a daily summary with aged receivables, new payments, and any unmatched transactions for manual review.
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