Patient Payment Plans
Patient Payment Plans with a Public Estimate Calculator. Split treatment costs into a deposit and monthly parts, track payments and chase late ones. Free to clone.
Patient Payment Plans is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Invoices
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Plan Guide. Its automations include Weekday payment alert, Courtesy reminder on late payment and Monthly balance report.
by @john
What you can do with Patient Payment Plans
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Patient Payment Plans works
- Weekday payment alert: when Every weekday at 8 AM, then Find payments due today and Find payments late by 7 days.
- Courtesy reminder on late payment: when a payment is set Late, then Draft courtesy reminder text and Comment reminder on the payment.
- Monthly balance report: when First of each month at 9 AM, then Find open plans and Find written off plans.
Built with Taskade Genesis
- Category: Invoices
- AI agents: Plan Guide
- Automations: Weekday payment alert, Courtesy reminder on late payment, Monthly balance report
- Workspace: 5 projects, 1 AI agent, 3 automations