Automate outbound payment reminder calls with an AI voice agent that explains balances, answers patient questions, and sends compliant follow-up texts.
The Payment Reminder template creates an AI agent that makes outbound calls to patients or customers with outstanding balances. It explains the amount owed, answers basic billing questions, and sends a follow-up SMS with payment details.
Designed for healthcare billing teams, dental offices, and any business that spends hours on payment reminder calls, this template automates repetitive outreach while keeping conversations compliant and empathetic.
The template comes pre-configured with balance explanation logic, SMS follow-up messaging, and dynamic variables for patient name, balance amount, visit date, and clinic details.
Clearly communicates the outstanding amount, visit date, and reason for the balance in a natural, empathetic conversation.
Sends a compliant payment reminder text after the call with balance details and the billing phone number.
Confirms patient identity before discussing billing details to maintain compliance.
Answers basic billing questions about the balance, insurance processing, and payment options.
5 minutes
A Telnyx account with a phone number.
Sign in to your Telnyx account. Navigate to AI Assistants, click Create New Assistant, and select Payment Reminder from the Payments & Collections category.
Update the dynamic variables with your clinic name, phone number, and default balance details.
Ensure your number has messaging enabled and any required 10DLC registration is complete for SMS follow-ups.
Integrate with your billing system to dynamically populate patient details and balance amounts per call.
Run a test call to verify balance explanation, question handling, and SMS delivery.
Hi, this is Maya from your clinic calling about a balance from your recent visit. Is now a good time to talk?
Update the follow-up text to match your billing department language and include your payment portal URL.
Update the follow-up text to match your billing department language and include your payment portal URL.
Schedule reminder calls during appropriate hours to maximize answer rates and maintain compliance.
Schedule reminder calls during appropriate hours to maximize answer rates and maintain compliance.
Use Telnyx Insights to monitor how many reminder calls result in payments.
Use Telnyx Insights to monitor how many reminder calls result in payments.
