For software VPs: Ensure pre-surgery payment reminders send reliably

Finance leads at software startups miss pre-op fees, causing late collections. This workflow sends a 15-day pre-surgery SMS when a patient row is added, so fees get collected before procedures.

Overview

Missed pre-op payments cause last-minute collections and disrupt scheduled procedures—something finance owners can't afford. This workflow converts patient rows into 15-day SMS reminders with payment links and ledger entries, eliminating manual chase and producing clear audit trails so finance sees faster response and zero missed pre-op balances.

Notable Features

Send 15-day SMS reminders
Format and validate patient phone numbers
Record reminders in finance ledger