Collections AI
Polite reminders, only when the balance is right.
Collections AI sends polite balance reminders only when the amount is confirmed.
How it works
1Verified balance
It starts only from a patient balance your system confirms.
2Hold check
Your team reviews
Pending insurance, disputes or recent payments pause reminders for review.
3Approved reminder
It sends your approved reminder or payment link.
4Close only at zero
Check point
The account closes only when payment settles, posts and the balance reconciles to zero.
Example
A patient says they're disputing a charge, so reminders pause until your team reviews it.
What your team receives
- Who was reminded
- Accounts on hold and why
- Any balance still left after a partial payment
Limits and setup
An approved card payment isn't counted until it settles and posts.
This page explains the workflow. It runs for your practice only after we assess, connect and test your practice systems.
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
- Claims & Revenue AIClaims from what was documented
- Insurance AIBenefits ready for review
- Practice Intelligence AIClear numbers, checkable next steps
Plan Collections AI for your practice.
Talk to us