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Introducing the next phase of Sovica: the architecture for agentic care
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  • Templates
  • Claims and payments
  • Balance reminder

Remind patients to settle an open balance.

Send one polite text a week after the invoice, only if something is still due.

Use templateWorkflows docs
TriggerInvoice issuedDataAn invoice is issuedDelayDelayWait 7 daysConditionConditionsAmount due is more than 0Send SMSSMS{{first_name}}, a balance is still open

Setup guide

Overview

Nobody on your team likes asking for money, so often nobody does. This template asks once, politely, at a sensible moment, and stays silent for anyone who has already paid.

Prerequisites

These are the pieces we suggest having ready before you switch this workflow on. Your clinic may set things up differently, so treat the list as a guide.

  • A way to pay to include in the text

How to use this template

Once it opens, you’ll see the blocks joined up in order.

  1. The Invoice issued trigger starts a run for each invoice. Choose the locations you want covered, and leave out anything billed to an insurer.
  2. The Delay block waits seven days, and both the number and the unit can be changed.
  3. The Condition block checks the latest balance, so anyone who has paid hears nothing:
    {Amount due} [is more than] 0
  4. The Send SMS block sends the reminder, with the amount and a link to pay.

Workflows FAQ