Is a card authorization a payment?

No. The account stays open until funds settle and post.

Does it take card details?

No. This page never collects payment information.

Reminders pause until your team reviews it.

Collections AI

Polite reminders, only when the balance is right.

Sends polite balance reminders only when the amount is confirmed.

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Decides if a patient balance is ready to follow up, or should wait.

Untick Insurance still pending. The status changes from On hold.

Change the balance to 0 and pick Settled and posted to ledger.

Now the account can close. Tick Patient disputes a charge to see it held again.

What to look for

Nothing is chased while insurance is pending, a charge is disputed, or the amount isn't verified.

Sample workspace · fictional data. No live calendar, payer, messages, payments or chart are connected. Results stay in this browser tab and clear when you reset or leave.

Remaining balance after any payment ($)Enter 0 only if the sample ledger shows nothing left to pay.

Remaining balance verified by staffInsurance still pendingPatient disputes a chargePaid in the last 7 days

Payment evidence

On hold

Why

• Insurance payment still pending

No card details are collected and no payment link is created. No money moves.

What it does

Starts from a verified balance
Holds for pending insurance or disputes
Waits after a recent payment
Closes only when payment is settled and posted

How it works

1Starts from a verified patient balance
2Checks for pending insurance, disputes, or recent payments
3Sends your approved reminder or payment link
4Closes only when funds settle and the ledger matches

Uses

• Verified patient balance
• Insurance and dispute status
• Payment and posting records

Produces

• Hold, eligible or closed, with reasons
• A polite reminder draft

Practice setup

• Connect ledger access
• Approve reminder wording
• Set hold rules

Your team decides

An approved card payment isn't counted until it settles and posts.

Questions about Collections AI

Live use depends on a connection we assess and test for your practice systems.

How practice connections work

Is a card authorization a payment?: No. The account stays open until funds settle and post.
Does it take card details?: No. This page never collects payment information.
What about disputes?: Reminders pause until your team reviews it.

Works well with

Plan Collections AI for your practice.

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