Automations for clinics
Payment receipts and thank-yous for clinics
Most clinics I talk to mention the same thing: invoices to patients and insurers get chased by hand. The receipt flow deals with it quietly while reception is handling walk-ins and referral letters. Sends a proper receipt and a personal thank-you the moment someone pays.
What this fixes for clinics
Invoices to patients and insurers get chased by hand. It costs time every week, which is why clinics ask for the receipt flow.
What it looks like in practice
Imagine a physiotherapy clinic with four clinicians and one receptionist. A payment comes in through Stripe on a Sunday. Within a minute the patient has a receipt and a short thank-you, and the record in Xero is updated.
How it works for clinics
Here is how the receipt flow runs day to day for clinics.
- A payment comes in through Stripe.
- A receipt with the right details is generated.
- A personal thank-you message goes out.
- The record is updated in Xero.
- You get a monthly summary.
Tools it connects to
It plugs into the tools clinics already use, such as Stripe and Xero, and runs on n8n, Google Docs and Mailchimp.
Questions from clinics
Does the receipt flow work with Stripe?
It depends on your Stripe plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is patient data handled?
For the receipt flow, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What will my patients see?
They'll see a receipt and a thank-you that arrive straight away. I write the wording with you so it sounds like your clinic business, and you approve it before launch.
Want this for your clinic business?
Tell me how your clinic business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built