Gap and invoice follow-up, for practice owners.
Most patients pay at the desk, and the rest becomes a side job. Plan-managed NDIS invoices, insurer accounts, workers compensation claims, the gap a patient promised to fix up next visit: each needs its own polite follow-up, and the front desk fits that around a ringing phone. This automation watches your accounting software, follows up every outstanding account in your tone, and stops the moment payment lands. The stubborn ones come back to you with the full history attached, and the follow-up happens every time instead of when someone finds a spare minute.
$1,500 setup
then $229/month
Book your 15-minute callThe 48-hour clock starts when your 15-minute onboarding call ends.
How a run flows
Every run takes the same path: checked before anything sends, held when a rule says hold, and logged at the end.
Trigger
An invoice passes its due date in your accounting software.
Check
Payment status is checked before every step. The money landing stops everything instantly.
Action
A polite reminder goes out, then a firmer ladder on your schedule.
Logged
Every run logged, and the monthly report reads in dollars collected.
Run your own numbers.
The case for this card is arithmetic, so the arithmetic is yours to write. Every input below is editable.
Typical numbers, adjust to yours.
Follow-up time back a year
$5,200 a year
Against $229 a month, this pays for itself inside the first month.
Book your 15-minute call$1,500 setup, then $229 a month. Live in 48 hours, or setup is free.
How set-up goes
One 15-minute call: we set your reminder wording, your timing ladder and your escalation point. You click one consent screen for your accounting software. That is the entire setup on your side. Live inside 48 hours from the end of the call, or setup is free.
You provide: your accounting software and one consent click.
The price, in full
$1,500 setup
then $229/month
The monthly covers hosting and monitoring, the full run log, wording and timing changes anytime, the dollars-collected monthly report, and support from the people who built it.
Live in 48 hours, or setup is free.
The 48-hour clock starts when your 15-minute onboarding call ends. Monthly billing starts on go-live day.
Book your 15-minute callAdd a second automation and save 10% on the monthly. Three or more saves 20%.
Questions, answered
Will it upset my customers?
The tone is yours, set on the onboarding call, and the ladder starts gentle. Most late payment is forgetfulness, and a courteous reminder is a favour to both sides. Reminders stop the instant your accounting software shows payment.
When does it stop chasing?
The moment the invoice is paid, within the hour. And rather than emailing forever, it hands stubborn invoices to you for a call at the point you choose.
What do I have to set up?
One consent click for your accounting software during the 15-minute call. Everything else is our job.
What about part payments or disputes?
Both pause the chasing and flag the invoice to you with full history. The automation only ever acts on clean, certain states.
What do I see each month?
One email: invoices chased, reminders sent, replies received, and the headline figure, dollars collected on chased invoices.
Stop being your customers’ bank. Book the call and your invoices start chasing themselves inside 48 hours.
Book your 15-minute call$1,500 setup, $229 a month. The 48-hour clock starts when your 15-minute onboarding call ends.