Billing Follow-up Agent AI Agent
Automate billing follow-ups and payment reminders across WhatsApp, Email while improving collections rate and reducing billing queries.
Example: Billing Follow-up Agent that shares invoices, payment links, and resolves billing queries.
Front Desk, Patient Support, Billing Ops, Care Coordination
Website widget · Inbound number · WhatsApp deep link · Email · App chat
Secure actions, supervised handoff, and full audit trails.
Built for teams that need speed and control
Outcomes-first jobs your buyers care about
Send invoice
How: Shares PDF invoice and summary.
Outcome: Faster payments
Share payment link
How: Secure payment options with receipt.
Outcome: Higher collections
Handle billing queries
How: Explains charges and insurance coverage.
Outcome: Reduced disputes
Escalate disputes
How: Routes to billing team.
Outcome: Clear resolution
Step-by-step flow buyers expect to see
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1
Trigger: payment due
Invoice generated.
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2
Reminder
Send payment reminder.
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3
Action
Share payment link.
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4
Exceptions
Dispute escalations.
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5
Wrap-up
Receipt confirmation.
Real scenarios with clear resolution paths
Agent: Invoice 7821 is due. Pay here.
Patient: Paid.
Patient: What is this lab charge?
Agent: It covers additional tests ordered by the doctor.
Agent: I will connect you to billing for dispute resolution.
Systems connected with secure actions
Systems of record
HIS/EMR, Lab system, Billing
Service stack
Ticketing, Knowledge base
Comms
Voice, WhatsApp, SMS, Email
Action tools
Appointment scheduling, Pre-auth, Payment links, Billing system, Receipts
Enterprise readiness built in
What you will improve
No-show rate
Missed appointments as a percent.
Average wait time
Time from arrival to consult.
Pre-auth TAT
Time to payer approval.
Billing query rate
Billing calls per 1,000 visits.
Lab report inquiry
Status requests per 1,000 tests.
Readmission rate
Avoidable readmissions (where applicable).
CSAT
Patient satisfaction scores.
Call deflection
Queries resolved without staff.
Flexible to your policies, tone, and tools
A phased rollout with clear deliverables
Discovery + call listening
- Workflow map and intent list
- SOP alignment and compliance notes
- Success metrics and QA plan
Pilot on 1 channel + 1 workflow
- Agent prompts and guardrails
- Test cases and failover scripts
- Live dashboard with baseline KPIs
Expand intents + integrate systems
- System actions and data sync
- Multi-channel coverage
- Supervisor playbooks
Optimize + scale
- Continuous QA coaching
- A/B tested prompts and flows
- Governance and reporting
Buyer objections, answered
How do you handle exceptions?
The agent routes exceptions to a human with full context, suggested next steps, and a clear disposition.
What happens when the agent is unsure?
It asks clarifying questions, consults the approved knowledge base, or escalates based on confidence thresholds.
Can we restrict what it can say or do?
Yes. Guardrails lock sensitive responses and require approvals for authenticated actions.
How are transcripts stored?
Transcripts and action logs are stored with retention controls and audit access.
How does handoff work with our CRM or ticketing?
The agent writes structured notes, tags, and next steps directly into your system of record.
What languages and accents are supported for voice?
Major Indian and global languages with configurable voice and accent options.
See this agent live on your workflow
See the agent live with your data, policies, and channels.
Deploy an AI-supervised agent for your highest-volume workflow.
We consult, design, build, and manage the agent end-to-end.