Self-Pay Update Sends Billing Form
When a client's billing type is updated to self-pay, automatically send the configured billing form — ensuring payment details are collected without any manual staff action.
Built by SE Team
The problem it solves
When a patient indicates they are self-pay during intake, billing teams must manually send a billing information form. This step is frequently missed or delayed, creating downstream payment collection issues.
What's included
- Automatic check whenever a client's billing type changes to self-pay
- Configured billing intake form sent automatically to the client
- Triggers whether the change comes from an intake form answer or a manual update
How it works
Trigger: client's billing type is updated to self-pay (set via intake form question or manual update). Steps: automatically send the configured billing intake form to the client for completion.
Self-Pay Update Sends Billing Form automatically sends a billing intake form to the client the moment their billing type is updated to self-pay, so payment details get collected without a manual step. It's built for practices that need to catch this handoff consistently, and requires Healthie Forms, Billing, Automate, and Patient Portal. The billing type can be set via an intake form question or a manual update, and either path triggers the same automatic form delivery.
