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.
Set up a patient visit completion form in Cognito Forms that captures patient email, phone number, and balance due
Connect Cognito Forms to Make
In Make, add a step that sends an email or SMS to the patient with a QuickBooks Online payment link
Customize the message to include the patient's name and balance amount
Test the workflow with a sample submission to confirm the payment link arrives correctly
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCollect patient payments faster and free your front desk from spending time on payment follow-up calls.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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