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Collections Workflow

Patient collections process with aging management

Complexity: Moderate | Duration: 15-30m | Category: Industry/Healthcare

Tags: collections aging accounts-receivable healthcare

Workflow Diagram​

Steps​

Step 1: Identify aged accounts​

Agent: collections

specialist - Pull aging report

Step 2: Segment by age​

Agent: collections

specialist - Categorize by bucket

Step 3: Contact patients​

Agent: collections

specialist - Make collection calls

Step 4: Negotiate payments​

Agent: collections

specialist - Offer payment plans

Step 5: Document contacts​

Agent: collections

specialist - Record all interactions

Step 6: Escalate if needed​

Agent: collections

specialist - Send to agency

Step 7: Report outcomes​

Agent: collections

specialist - Track collection rates

Usage​

To execute this workflow:

/workflow industry/healthcare/collections-workflow.workflow

See other workflows in this category for related automation patterns.