Admin Workspace

Automated Patient Billing

Send balance reminders and payment links on a configurable schedule.

Audience

Billing teams, office managers, and operators

Role Context

Transforms accounts receivable for Practice Administrators.

Overview

How this feature supports practice operations and patient outcomes

Take the manual labor entirely out of patient collections. Vortex runs a background automation engine designed to slowly, gently, and persistently remind patients of outstanding balances until they are fully satisfied.

Core Capabilities

Customizable Dunning schedules (e.g., Day 1: Email, Day 7: SMS, Day 14: Statement).
Automated invoice generation detailing exactly what insurance covered.
Configurable payment-plan orchestration for large out-of-pocket costs.
Auto-pause mechanisms if a patient disputes a charge or negotiates.

Workflow

Typical lifecycle inside Vortex

  1. Step 1

    Insurance clears, leaving a $350 patient responsibility balance.

  2. Step 2

    Vortex initiates the pre-set 30-day collection sequence.

  3. Step 3

    Automated, friendly text and email statements are dispersed over three weeks.

  4. Step 4

    Patient clicks the link on the second reminder and pays via credit card instantly.

Impact

Expected operational and growth outcomes

  • Brings accounts receivable latency to absolute minimums.
  • Consistently engages patients through their preferred digital mediums over mail.
  • Removes the emotional friction of staff making 'collection calls'.

Related Features

Explore more inside Revenue Cycle Management

Keywords

automated billingdunningpatient statementsaccounts receivable
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