Co-Pay Collection at Booking
Automatically send secure payment link for estimated co-pay when appointment is booked
What This Automation Does
How It Works
Appointment Confirmed
Booking triggers co-pay flow
Determine Co-Pay
Insurance type → estimated amount
Pre-Visit Payment
Save time — pay your $X co-pay now
Paid?
Check at 48hr before
Reminder (unpaid)
Quick reminder to pay before visit
This automation is included with your Intellivizz AI subscription.
Compliance & Security
HIPAA compliant
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