Healthcare · Billing

Balance & Co-pay Reminder

Recover outstanding patient balances faster with respectful, automated reminders.

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

How it works

  1. Detects an overdue balance from billing.
  2. Sends a courteous reminder with the amount and a secure pay link.
  3. Answers simple billing questions and offers a payment plan if enabled.
  4. Marks paid balances and escalates disputes to a human.

Data sources

Billing / AR export Payment status

What it targets

  • Balances recovered Target 35%
  • Average days-to-pay Target -11d
  • Reminder → payment rate Target 28%