Automated payment chasing
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Layer 04
Automations
The trigger and workflow execution layer.
Automations make the clinic run without manual chasing. Every workflow becomes a configured policy rather than a person's memory.
What Automations manages
These responsibilities come directly from the six-layer architecture and define what this layer owns inside the platform.
- Event triggers such as appointment created, intake missing, payment overdue, visit completed, follow-up due, and lab result ready
- Reminder pipelines across email, SMS, WhatsApp, and in-portal channels
- Staff task creation, internal alerts, and escalation rules
- Client notification and approval requests
- Retry, backoff, idempotency, and audit logging
- Per-clinic configuration and rule overrides
How it composes into clinic value
No layer is sold in isolation. Each one turns into clinic-facing value when it composes with the rest of the platform.
Client messaging and document sharing
Online estimate approval and payment
Health timeline and follow-up
Keep exploring the platform
Move through the layers in order or jump into pricing and compare surfaces once the architecture is clear.