Collect patient payments 4 days faster on average and save your front desk 4 hours/week on payment follow-up calls.
~4 hrs
Saved / wk
Easy
Setup
No AI
AI
Right after a patient visit form is submitted, this workflow sends the patient a text or email with a direct payment link for their copay or balance. You collect payment faster without your front desk making follow-up calls.
~4 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Set up a patient visit completion form in Cognito Forms that captures patient email, phone number, and balance due
Step 2: Connect Cognito Forms to Make
Step 3: In Make, add a step that sends an email or SMS to the patient with a QuickBooks Online payment link
Step 4: Customize the message to include the patient's name and balance amount
Step 5: Test the workflow with a sample submission to confirm the payment link arrives correctly
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See PlansCognito Forms is an online form builder that lets you create anything from simple contact forms to complex multi-page workflows with conditional logic, calculations, and payment collection — all without writing code. You drag and drop fields, set up rules for which sections appear based on answers, and embed the form on your website. The platform handles payment processing through Stripe, Square, or PayPal right inside your forms. Repeating sections let respondents add multiple items dynamically. Free tier includes unlimited forms with 500 entries/month. Paid plans start at $15/month.
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