Check the balance
Bill patients only for amounts that are ready to bill.
- Insurance adjudication review
- Patient responsibility checks against the EOB
- Secondary coverage review
- Hold rules for open disputes
Patient billing · Revenue cycle
Patient statements people can understand and pay.
A confusing bill turns into a phone call, a delay or an unhappy patient. We send clear statements, answer balance questions and post payments to the right account.
Works with your current systemScope and handoffs agreed upfrontBAA before PHI access
A clear scope. A consistent handoff.
Support designed around real practice work.
Patient balances are now a real part of practice revenue, and they need a different tone from payer follow-up. We check that insurance has finished before a statement goes out, then keep the conversation clear and respectful.
Send and explain
Give patients a plain statement and a person to ask.
- Statement cycles on your schedule
- Balance questions by phone and message
- Payment plan setup under your policy
- Reminders in the channels you approve
Post and report
Keep balances accurate and visible to your office.
- Patient payment posting
- Refund and credit balance review
- Aging reports by balance band
- Accounts referred back for your decision
How we begin
A measured start before the work is handed over.
- 01
Review the workflow
We learn your payers, billing system, current backlog and where this work stalls today.
- 02
Set the scope
Agree on which queues we own, what stays with your staff and how exceptions come back to you.
- 03
Start with secure access
Document the handoff and sign a business associate agreement before any PHI is shared.
- 04
Work and review
We work the agreed queues, record each follow-up and review open items with your practice.
Questions
Before you get started.
We’ll use an initial conversation to understand the work, the current system and the boundaries your practice needs.
Who do patients talk to?
Patients reach our billing team through the phone or message route agreed with you, using the wording and escalation rules your practice approves.
Do you send accounts to collections?
No. We show you which accounts are past your policy. Whether to write off, keep working or refer an account is your decision.
Start with a conversation
Let’s talk about the work you want off your team’s plate.
We’ll discuss your workflow and what a practical service scope could look like. Please don’t share patient details on the call booking form or this website.
Or call (844) 874-2236