Financial Assistance Application Routing
A done-for-you healthcare automation built for the Financial Counselor, connecting Jotform and Slack so the work below happens on its own.
What this automation does, step by step
Patients who indicate financial hardship during intake automatically receive the financial assistance program application and are routed directly to a financial counselor for support, instead of a hardship note sitting in an intake form that nobody follows up on until the patient's bill is already overdue.
Getting the application in front of a patient at the moment they've already disclosed the need, rather than weeks later during a collections call, meaningfully increases the share of eligible patients who actually apply and get the help they qualify for.
- Practice management platform (e.g., athenahealth or Kareo)
- Zapier or Make.com
- Jotform (financial assistance application)
- Slack (internal deadline alerts)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done manually, a financial counselor has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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