The problem it solves
Failed automated payments surface silently in billing records. Care teams have no reliable signal to follow up with patients before the missed payment compounds into a larger collections issue.
What's included
- Automatic check on every failed automated payment
- Task created for a configured care team member, with patient, amount, and failure reason
How it works
Trigger: automated payment fails. Steps: create a task assigned to the configured care team member, populated with the patient name, payment amount, and failure reason.
Task Creation on Payment Failure creates a task for the care team the moment an automated payment fails, so it doesn't compound into a larger collections issue. It's built for billing teams that need an immediate signal to follow up with patients, and requires the Billing and Automate modules. The task is populated with the patient name, payment amount, and failure reason.
