Patient Engagement, Billing & Medical Debt Collections
We help providers communicate clearly with patients, collect balances ethically, and manage bad debt with structured workflows and analytics.
Patient Billing & Statements
Clear, concise patient statements that make it easy for patients to understand their financial responsibility and how to pay.
Clear & Concise Statements
Patient-friendly statements delivered via print, email, or SMS that break down charges in plain language.
- Clear and concise patient statements (print, email, SMS)
- Plain-language explanations without medical jargon
- Custom branding to match your practice identity
Charge Breakdown
Transparent itemization that clearly shows insurance vs. patient responsibility.
- Explanation of charges and insurance vs patient responsibility
- Payment history and applied insurance adjustments
- Clear indication of amount due and due date
Statement Cycles
Customizable statement schedules and escalation levels based on account aging.
- Configurable statement cycles and dunning levels
- Automated escalation based on account age
- Graduated messaging from friendly to firm
Digital Engagement & Support
Make it easy for patients to manage their medical bills with digital tools and responsive support.
SMS & Email Reminders
SMS and email reminders for balances due sent at optimal times to maximize response rates while remaining respectful.
Patient Payment Portal
Links to patient payment portal for online pay, payment plans, and 24/7 account access from any device.
Patient Support Line
Support line / chat for patient queries with trained billing specialists available during extended business hours.
Payment Portal Features
Multiple Payment Methods
Credit card, debit card, ACH, Apple Pay, and Google Pay.
Flexible Payment Plans
Set up automated monthly payments with customizable terms.
Instant Confirmation
Immediate payment receipts and account balance updates.
PCI-Compliant Security
Bank-level encryption and secure data handling.
Payment Plans & Early-Out Programs
Help patients manage their healthcare costs while ensuring consistent revenue for your practice.
Patient-Friendly Payment Plans
Structured payment arrangements that make healthcare costs manageable while ensuring consistent cash flow.
- Patient-friendly payment plans with configurable rules
- Interest-free and low-interest options available
- Automated monthly charges and payment tracking
- Flexible terms based on balance and patient circumstances
Early-Out Collections
Proactive, patient-friendly collections before accounts become problematic.
- Gentle reminder scripts and cadence
- Early-out self-pay collections managed under your brand
- Respectful communication that preserves patient relationships
- Strategic timing to maximize recovery before aging
Collection Rate Impact
Early engagement with payment plans and gentle reminders dramatically increases collection rates before accounts reach 90+ days aging.
0-30 Day Recovery
31-60 Day Recovery
61-90 Day Recovery
90+ Day Recovery
Bad Debt & Medical Debt Collection Workflows
Structured, compliant processes for managing accounts that require advanced collection efforts.
Bad Debt Criteria & Timing
Clear guidelines for when and how accounts transition from internal collections to bad debt status.
- Criteria and timing for accounts to move from internal to bad-debt status
- Standardized aging thresholds (typically 120+ days)
- Final internal collection attempts before placement
- Documentation of all collection efforts
Agency Placement Process
Structured processes for working with external collection agencies when necessary.
- Data packaging and placement processes with external collection agencies
- Vetted agency partners with healthcare collections expertise
- Secure data transfer with HIPAA compliance
- Ongoing account status monitoring and reporting
Recovery Rate Reporting
Transparent analytics on collections performance and agency effectiveness.
- Reporting on recovery rates and agency performance
- Monthly reconciliation of collections and fees
- Performance benchmarking across agencies
- ROI analysis on bad debt recovery efforts
Compliance & Dignity
Every collection action prioritizes regulatory compliance and respectful patient treatment.
- Emphasis on compliance, dignity, and clear communication with patients
- FDCPA and TCPA regulatory adherence
- HIPAA-compliant data handling throughout the process
- Patient complaint resolution and escalation procedures
Fully Integrated with Our RCM Platform
Our patient engagement and collections engine is tightly integrated with our RCM operations and dashboards, so leadership can see the full picture from claim to patient balance.
Ready to Transform Patient Collections?
Let's discuss how our patient engagement solutions can boost your collections while maintaining positive relationships.
Schedule a Consultation