Patient balance reminders
Small balances get paid instead of written off, and nobody has to make the awkward call.
Hours back
2
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Outstanding balances pulled each week
Balances over a set age are listed with the patient's contact details and the amount. Nothing about the treatment is included.
- 02
A friendly first reminder
A short email and text with the amount and a secure link to pay by card.
- 03
Follow-ups on a schedule you set
A second reminder after two weeks, a firmer one after four. Each one checks first that the balance is still unpaid.
- 04
Payments matched back
Payments are matched to the balance so the reminders stop, and reconciled in your accounts.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Any reply disputing a balance, asking for a payment plan or mentioning hardship goes to the practice manager. Nothing goes to collections without a person deciding.
What it's worth
What those hours add up to.
2 hours a week, over 46 working weeks, is 92 hours a year. At $50 an hour, that’s
$4,600
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Outstanding balances sit on an aged debt report someone looks at once a month. Ringing patients about money is awkward, so it gets put off, and small balances are often written off.
What we build
- Outstanding balances pulled each week
- A friendly first reminder
- Follow-ups on a schedule you set
- Payments matched back
A month in
Every overdue balance gets up to three reminders instead of a monthly glance at a report, and more of it gets paid by card from the link.
FAQ
Can patients pay an outstanding balance in instalments?
Yes, if your clinic offers instalments: the balance reminder can link to your payment-plan option. Requests for a plan outside your normal terms go to a person.
Can the payment link take more money than we expect?
No. Each payment link is for the exact balance shown in the reminder, and it's set up in your clinic's own payment account.
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Bring this one to a free live build.
Thirty minutes on patient balance reminders. We build its elf with you, live, and you keep it.