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Payment Plan Setup

Financial Operations
Cevi AI Agents Workflows Background
Revenue RecoveryReal-Time SyncMulti-Payer

Automated Payment Plan Setup for Healthcare

Automate the creation and management of patient payment plans for outstanding balances.

148+
Integrations
3
Connected Agents
24/7
Availability

Start for Free

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

How Payment Plan Setup Works

1
Patient has $1,200 outstanding balance after insurance
2
AI sends SMS: 'You have a balance of $1,200. We offer payment plans — would you like to learn more?'
3
Patient responds YES — AI presents options: $400/mo for 3 months or $200/mo for 6 months
4
Patient selects 6-month plan, provides payment method via secure link
5
Electronic agreement signed, first payment processed, recurring schedule set
Monthly: reminder sent 3 days before payment, payment auto-processed

Integration capabilities

Cevi can read 4 data types and write 4 data types for Payment Plan Setup

Patient balances
read
payment history
read
practice payment plan policies
read
payment processing status
read
Payment plan agreements
write
recurring payment schedules
write
payment records
write
failed payment alerts
write

Join hundreds of medical practices automating their operational workflows with Cevi

Join hundreds of medical practices automating their operational workflows with Cevi

Start for Free

Works with 148+ integrations

Payment Plan Setup connects to your existing EHR, scheduling, billing, and communication tools

AdvancedMD
AdvancedMD
EHR & Practice Management
Athenahealth
Athenahealth
EHR & Practice Management
Canvas Medical
Canvas Medical
EHR & Practice Management
Cerbo
Cerbo
EHR & Practice Management
Charm EMR
Charm EMR
EHR & Practice Management
Cliniko
Cliniko
EHR & Practice Management
DrChrono
DrChrono
EHR & Practice Management
Elation
Elation
EHR & Practice Management
Epic Systems
Epic Systems
EHR & Practice Management
Healthie
Healthie
EHR & Practice Management
ModMed
ModMed
EHR & Practice Management
Nextech
Nextech
EHR & Practice Management
OpenEMR
OpenEMR
EHR & Practice Management
Practice EHR
Practice EHR
EHR & Practice Management
Ritten
Ritten
EHR & Practice Management
Welkin Health
Welkin Health
EHR & Practice Management
Zenoti EMR
Zenoti EMR
EHR & Practice Management
eClinicalWorks
eClinicalWorks
EHR & Practice Management
Alleva
Alleva
EHR & Practice Management
BestNotes
BestNotes
EHR & Practice Management
CentralReach
CentralReach
EHR & Practice Management
CureMD
CureMD
EHR & Practice Management
Healow
Healow
EHR & Practice Management
Jane
Jane
EHR & Practice Management

Build your Payment Plan Setup automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

Frequently asked questions about Payment Plan Setup

The AI retries automatically, notifies the patient, and offers alternative payment methods before escalating.
Yes. Practices define plan templates based on balance ranges, including minimum payments, maximum duration, and interest options.

Connected agents & workflows

this workflow connects to 3 other Cevi agents for end-to-end automation

Ready to automate your practice?

BAA on all plans
SOC2 Type II security
HIPAA compliant
99.9% uptime SLA
HIPAACOMPLIANT
SOC 2TYPE II
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