Payment Plan Enrollment & Auto-Collection
Patient texts PLAN → AI sets up payment plan based on balance
ComplexHealthcareSaves 15-25 hours/week
What This Automation Does
Patient texts PLAN → AI sets up payment plan based on balance. Auto-collects monthly, sends receipts, alerts on failures, adjusts plan if needed. Reduces manual billing follow-up.
How It Works
1
PLAN Keyword or Link
Patient requests payment plan
2
Calculate Options
Balance ÷ 3/6/12 months
3
Plan Options
Option A: $X/mo for 3mo | Option B: $X/mo for 6mo — Reply A or B
4
Enroll in Plan
Store terms in custom fields
5
Monthly Auto-Charge
Scheduled collection on selected date
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
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
HIPAA
HIPAA compliant