Patient payment collection involves reviewing insurance payouts, calculating what a patient still owes, and chasing that balance through statements, reminders, and phone calls. The manual version pulls staff away from other work and often delays cash collection by days.
The automated version calculates balances the moment insurance posts, sends statements and reminders on its own, and matches incoming payments to the right account. Balances get resolved faster with far less manual follow-up.
The full workflow, from trigger to completion.
Automation watches for a posted insurance EOB that leaves a patient-owed balance.
Computes the true patient balance and drafts a statement using the visit and payment details.
Sends the formatted statement to the patient's email on file immediately.
Statement date, amount, and due date are recorded automatically on the aging tracker.
If the balance is still open after 7 days, a reminder text goes out automatically.
If the balance is still unpaid after 14 days, the account routes to the billing coordinator's call list.
Once a payment lands, the automation matches it to the patient account and updates.
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