Card Decline Sends Chat and Billing Form
When a client's card is declined, automatically sends a billing-team chat message and a new billing info form — no manual outreach required.
Built by SE Team
The problem it solves
A declined card payment needs prompt outreach to the client so future charges don't keep failing, but without automation this depends on a billing team member noticing the decline and following up manually.
What's included
- Automatic check on every declined card payment
- Billing-team chat message sent to the client automatically
- New Billing Info form sent alongside the chat
- Planned as a Healthie-managed pilot automation, not yet live
How it works
When an automated card payment is declined, Automate sends the client a chat message from the billing team using a configured message template, and sends a new Billing Info form for the client to complete.
Card Decline Sends Chat and Billing Form automatically reaches out to a client the moment their card payment is declined, so billing outreach doesn't wait on a staff member to notice. It's built for billing teams that need consistent, immediate follow-up on failed charges, and requires Billing, Automate, and Patient Portal. On a decline, the client receives a chat message from the billing team along with a new Billing Info form to complete. This automation is planned but not yet live.
