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
This automation is included with your Intellivizz AI subscription.
Compliance & Security
HIPAA compliant
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