# Balance & Co-pay Reminder — Healthcare AI agent | Mihu AI

Healthcare · Billing

# Balance & Co-pay Reminder

Recover outstanding patient balances faster with respectful, automated reminders.

Set up this outcome

## Apps this needs

Payments / Checkout Send secure pay links and reconcile paid / overdue balances. Connect during setup

WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

SMS Gateway Fallback text messages for reminders and links. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

## How it works

Detects an overdue balance from billing.

Sends a courteous reminder with the amount and a secure pay link , via WhatsApp, SMS or voice — Twilio, 3CX, RingCentral or a carrier SIP trunk.

Answers simple billing questions and offers a payment plan if enabled.

Marks paid balances and escalates disputes to a human.

Logs the outcome to the CRM for collections tracking.

## Data sources

Billing / AR export Payment status CRM

## What it targets

Balances recovered Target 35%

Average days-to-pay Target -11d

Reminder → payment rate Target 28%