healthcare

Build Payment Reminder Voice AI Agent

Automate outbound payment reminder calls with an voice AI agent that explains balances, answers patient questions, and sends compliant follow-up texts. Start building in Mission Control with usage-based pricing.

introduction

What this voice AI agent does

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.

features

Core components of the Payment Reminder agent

Balance explanation

Clearly communicates the outstanding amount, visit date, and reason for the balance in a natural, empathetic conversation.

SMS follow-up

Sends a compliant payment reminder text after the call with balance details and the billing phone number.

Patient verification and question handling

Confirms patient identity before discussing billing details to maintain compliance. Answers basic billing questions about the balance, insurance processing, and payment options.

how to

Build and deploy your agent in 5 easy steps

time

5 minutes

pre-requisites

A Telnyx account with a phone number.

Step 1 of 5

1. Select the template

Sign in to your Telnyx account. Navigate to AI Assistants, click Create New Agent, and select Payment Reminder from the Payments & Collections category.

2. Configure billing details

Update the dynamic variables with your clinic name, phone number, and default balance details.

3. Enable messaging

Ensure your number has messaging enabled and any required 10DLC registration is complete for SMS follow-ups.

4. Connect your billing system

Integrate with your billing system to dynamically populate patient details and balance amounts per call.

5. Test and go live

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?

tips and insights

Payment Reminder voice AI best practices

Customize SMS templates

Update the follow-up text to match your billing department language and include your payment portal URL.

Set calling hours

Schedule reminder calls during appropriate hours to maximize answer rates and maintain compliance.