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Welcome to our interactive workflow examples

Discover how automatic communication workflows can help you enhance constituent communication and improve operational efficiency by reducing manual processes.

Select an option to get started:

See a payment plan workflow example

Explore an automated communication workflow example

Workflow included in this demo are example only. All workflow and payment plans are configurable based on your business needs.

RevQ+ Automated Workflow Example

Payment Plan Created

Pay Off

Payment Plan

Debtor Stop

Forwarding

RevQ+ Automated Workflow Example

Payment Plan Created

Tax Payment Reminder Sent

Monthly Payment Received

Text Receipt & Balance Sent

Workflow Repeats to Case Closure

Pay Off

Payment Plan

Debtor Stop

Forwarding

RevQ+ Automated Workflow Example

Payment Plan Created

Tax Payment Reminder Sent

Monthly Payment Received

Text Receipt & Balance Sent

Workflow Repeats to Case Closure

Pay Off

Payment Plan Missed Payment Detour

Debtor Stop

Forwarding

Text/Email Payment Reminder Sent

Missed Payment

Text Payment Reminder Sent (3 days)

Compliance Letter Sent (7 days)

Text Payment Reminder Sent (15 days)

Payment Received

Forward to OCA (if required)

Welcome to our interactive workflow examples

Discover how automatic communication workflows can help you enhance constituent communication and improve operational efficiency by reducing manual processes.

Select an option to get started:

See a payment plan workflow example

Explore an automated communication workflow example

Workflow included in this demo are example only. All workflow and payment plans are configurable based on your business needs.

RevQ+ Automated Workflow Example

New Account

Data Scrub

Letter (Day 1)

Unattended Weekly Call

Text Reminder (30 Days)

Unattended Weekly Call

Email Reminder (60 Days)

Pay Off

Payment Plan

Debtor Stop

Forwarding

RevQ+ Automated Workflow Example

New Account

Data Scrub

Letter (Day 1)

Unattended Weekly Call

Text Reminder (30 Days)

Unattended Weekly Call

Email Reminder (60 Days)

Pay Off

Payment Plan

Debtor Stop

Forwarding

RevQ+ Automated Workflow Example

New Account

Data Scrub

Letter (Day 1)

Unattended Weekly Call

Text Reminder (30 Days)

Unattended Weekly Call

Email Reminder (60 Days)

Pay Off

Payment Plan

Debtor Stop

Forwarding

RevQ+ Automated Workflow Example

New Account

Data Scrub

Letter (Day 1)

Unattended Weekly Call

Text Reminder (30 Days)

Unattended Weekly Call

Email Reminder (60 Days)

Pay Off

Payment Plan

Debtor Stop

Forwarding

RevQ+ Automated Workflow Example

New Account

Data Scrub

Letter (Day 1)

Unattended Weekly Call

Text Reminder (30 Days)

Unattended Weekly Call

Email Reminder (60 Days)

Pay Off

Payment Plan

Debtor Stop

Forwarding

RevQ+ Automated Workflow Example

New Account

Data Scrub

Letter (Day 1)

Unattended Weekly Call

Text Reminder (30 Days)

Unattended Weekly Call

Email Reminder (60 Days)

Pay Off

Payment Plan

Debtor Stop

Forwarding

RevQ+ Automated Workflow Example

New Account

Data Scrub

Letter (Day 1)

Unattended Weekly Call

Text Reminder (30 Days)

Unattended Weekly Call

Email Reminder (60 Days)

Pay Off

Payment Plan

Debtor Stop

Forwarding

Start

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Finvi is a premier provider of enterprise technologies that streamline and accelerate revenue recovery for clients across healthcare, accounts receivable management, and financial institutions. Finvi allows its client partners to generate more revenue at reduced cost and fulfill their business outcomes by effectively engaging those who pay.

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