Automations for clinics
Payment reminders for clinics
Most clinics I talk to mention the same thing: invoices to patients and insurers get chased by hand. The payment reminder flow deals with it quietly while reception is handling walk-ins and referral letters. A polite reminder sequence for unpaid invoices, with a payment link in every message.
Where clinics lose time today
Invoices to patients and insurers get chased by hand. Nobody at a physiotherapy clinic with four clinicians and one receptionist signed up for that part of the job, and the payment reminder flow handles it.
What it looks like in practice
Take a physiotherapy clinic with four clinicians and one receptionist as an example. An invoice passes its due date in Xero. The patient gets a friendly reminder with a payment link. A week later a firmer note follows. When they pay, the sequence stops and the invoice is marked paid.
How it works for clinics
For a physiotherapy clinic with four clinicians and one receptionist, the flow is short and predictable.
- An invoice is due or overdue in Xero.
- A polite reminder goes out with a payment link.
- Follow-ups go out on a schedule you choose, getting firmer.
- Payments are matched and the sequence stops.
- You get a weekly list of who still owes what.
Tools it connects to
For clinics, I usually connect it to Stripe and Xero. It runs on QuickBooks, n8n and Gmail behind the scenes.
Questions from clinics
Does the payment reminder 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 payment reminder 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 happens if something breaks?
The payment reminder flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
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