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Clinics and hospitals

Invoices and reminders on autopilot for clinics and hospitals

Sends reminders, recalls overdue patients, follows up on unpaid statements.

Clinic receptionist on the phone at a white front desk
Front desk, never on hold
Back office at a clinics and hospital, a sample dayLocal time
  1. 09:30Reminders sent for tomorrow's 11 appointments, two customers rescheduled by text.
  2. 14:20Invoice 2291 sent from QuickBooks with a payment link.
  3. 18:00Three overdue invoices got their second reminder. One was paid within the hour.

What it does in clinics and hospitals

  • Creates invoices from completed jobs
  • Sends reminders and follow-ups by text and email
  • Chases late payments on schedule
  • Keeps CRM, calendar and books in sync
  • Prepares the weekly numbers

Systems in your office it plugs into

  • Practice scheduling and EHR calendars
  • Intake and consent forms
  • Insurance cards and referrals
  • Reminder and recall lists
  • Billing and patient statements

Plus quickbooks, xero, wave, freshbooks, hubspot, zoho, pipedrive, a spreadsheet.

Guardrails, set on day one

What the AI may promise, what it hands to a person.

Rule

Money moves only with your approval

Rule

Every action is logged

Rule

Reminders stop when a customer replies

Rule

Nothing runs on weekends unless you say so

Questions

Short answers. Anything else, ask on the contact page and a person replies in a day.

Ask a question
Do I need new software?

No. It works inside QuickBooks, your calendar and your CRM.

Can it make a mistake with money?

It prepares, you approve. Nothing is sent without your yes unless you allow it for a specific case.

Is this HIPAA compliant?

The setup uses vendors that sign a Business Associate Agreement and keeps data inside your systems. We review the flow with you before anything goes live.

Your systems stay yours

Nothing to migrate, nothing new to learn. A person is always one step away.

  • Week 1: audit
  • Weeks 2 and 3: build and test on your cases
  • Week 4: live, watched
  • Every month: tune