The problem it solves
When patients update payment methods, billing teams need to verify the change, confirm outstanding balances, and ensure future charges will process correctly. There is no native alert for this event.
What's included
- Automatic check whenever a client updates their credit card on file
- Task created for a configured care team member, noting the patient and update
How it works
Trigger: client updates or changes their credit card information. Steps: create a task assigned to the configured care team member, noting the patient and the update event.
Task Creation on Credit Card Update creates a task for the care team whenever a client updates their credit card on file, so the change gets verified. It's built for billing teams that need to confirm outstanding balances and payment method changes, and requires the Billing and Automate modules. The task notes the patient and the update event as soon as it happens. This is currently a Healthie-managed pilot automation, built and maintained by Healthie's engineering team rather than self-configured.
