Payment Plan Enrollment & Auto-Collection
Patient texts PLAN → AI sets up payment plan based on balance
What This Automation Does
How It Works
PLAN Keyword or Link
Patient requests payment plan
Calculate Options
Balance ÷ 3/6/12 months
Plan Options
Option A: $X/mo for 3mo | Option B: $X/mo for 6mo — Reply A or B
Enroll in Plan
Store terms in custom fields
Monthly Auto-Charge
Scheduled collection on selected date
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
Compliance & Security
HIPAA compliant
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