Automated Patient Balance Reminder Sequence
Multi-touch collection: SMS, email, payment plans, secure payment links, AI voice calls — caring, non-aggressive tone th
What This Automation Does
How It Works
Balance Due (Day 0)
balance_due > $0 after insurance
Day 3: Friendly Notice
Balance of $X — pay securely here
Day 7: Statement
Detailed with line items and options
Day 14: Reminder
Reply PLAN for payment plan or pay here
PLAN Response?
Route to billing team
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$649/mo
Medical (HIPAA Compliant) plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
- HIPAA compliance, BAA & encrypted data handling
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
HIPAA compliant