Solutions · Patient Billing & RCM

Every statement deserves a
clear answer.

AI voice and chat agents built for the revenue cycle: they verify the patient, explain the balance - deductibles, coinsurance, insurance adjustments - take payments at any hour, email itemized statements on the spot, and hand complex insurance disputes to your team with full context.

24/7payments, even after hours
25+voice languages, dedicated lines
100%of calls logged with summaries
Live demo

Hear it yourself

Press Initiate call - a patient resolving a confusing statement, start to finish.

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Verified first
no PHI before an identity check
The problem

Patients don't ignore bills.
They don't understand them.

A medical statement arrives weeks after the visit, quoting codes the patient never chose and math their insurer did somewhere else. The calls that flood your billing office aren't refusals to pay - they're requests for an explanation.

The statement is the mystery.

Deductibles, coinsurance, allowed amounts, EOBs that don't match the bill - most billing calls exist because the paperwork raised more questions than it answered. Every one of them needs a patient walk-through, not a payment demand.

Bills get opened at night.

Your billing office answers 9-to-5. Patients sit down with their mail after dinner, after the kids are in bed, on Sunday afternoon. By the time your team is back at a desk, the statement is back in the drawer.

Hold time becomes bad debt.

A patient who waits on hold and gives up doesn't call back - the statement ages, the balance slides toward collections, and the satisfaction scores your providers are measured on slide with it. The cost of the queue shows up twice.

How it works

From statement
to settled.

The number on your statements and the chat on your patient portal connect to an agent that runs your script - your verification rules, your payment policy, your escalation triggers - on every single contact.

1

The statement answers

The patient calls the number on the statement or opens chat from your portal. The agent picks up on the first ring - day, night, weekend - and greets them on a disclosed, recorded line.

2

Verify identity

Name, date of birth, and the account number from the statement - by voice or keypad, read back for confirmation. No balance, no visit detail, no PHI of any kind until identity is verified. Capped attempts, then a clean stop.

3

Explain & resolve

The agent explains the balance in plain language - what insurance paid, what went to the deductible - emails the itemized statement, and offers a secure payment link or plan options per your policy, on the same call.

4

Log, code, report

Every call ends with a summary, a reason code - balance question, payment, insurance dispute, statement request, hardship - and a resolved flag, delivered to your system of record by webhook.

Built for HIPAA-aware workflows

Scripted. Gated.
Never improvised.

Your compliance team approves every script before a patient ever hears it. The agent follows deterministic rules - identity verification before any protected information, recording and retention set to your policy, and hard escalation triggers it cannot talk its way around.

  • Verification gates before any PHI - no balance, no visit detail, no account discussion until name, date of birth, and account number check out. Attempts are capped, then the call stops cleanly.
  • BAA available - on enterprise plans we sign a Business Associate Agreement and configure data handling to the terms your compliance team sets.
  • Recording and retention controls - recording notices where your program places them, retention windows you define, and recording that can stop before any payment hand-off.
  • An audit trail on every call - transcript, summary, reason code, and verification status on 100% of contacts. Your audits stop depending on sampling.
  • Escalation it can't skip - insurance disputes, coding questions, financial hardship, or a patient who asks for a person: instant warm transfer to your billing team, every time.
HIPAA-aware workflows Verification-gated BAA available Full audit trail
Escalation rulesAlways on
Trigger "My insurance should have paid this" → billing specialist
Trigger "I was billed for the wrong thing" → billing specialist
Trigger "I can't afford this" → billing specialist
Trigger Plan request outside policy → billing specialist
Gate Any account detail → only after verification
Purpose-built

Everything a billing
office actually needs.

Balance explanation, grounded

The agent reads the actual claim data - charges, insurance payments, adjustments, deductible and coinsurance amounts - live from your systems through your APIs. It explains what your records say; it never guesses at what an insurer did.

Identity verification, enforced

Name, date of birth, and account number - spoken or keyed in on the dial pad, read back for confirmation. Attempts are capped; a caller who can't verify hears nothing about the account, ever.

Payments, every path

A secure payment link emailed mid-call, a warm transfer into your existing payment IVR, or plan options offered per your policy - whichever paths you enable, available at 11 PM as readily as 11 AM.

Statements & documents

Itemized statements, receipts, and billing records - emailed to the verified patient on the call, logged against the account, no callback ticket and no staff time spent.

Escalation with context

Insurance disputes, coding questions, and hardship conversations warm-transfer to your billing specialists with the account already verified and the story already summarized - the patient never repeats themselves.

Reason-coded reporting

Every call auto-classified - balance question, payment, insurance dispute, statement request, hardship, callback - with a summary and resolution flag, pushed to your system by webhook in real time.

Inbound from statements Web chat on your patient portal After-hours coverage 25+ voice languages Recording retention controls
Questions billing teams ask

The straight answers.

We build for HIPAA-aware workflows rather than making blanket compliance claims: identity verification gates before any protected information, recording and retention controls you configure, an audit trail on every call, and a Business Associate Agreement available on enterprise plans. Your compliance team reviews and approves every script before a patient ever hears it - the platform enforces what your program decides.

The agent asks for the caller's full name, date of birth, and the account number from the statement - spoken or entered on the keypad - and reads the account number back for confirmation. Until all of it checks out against your records, the agent discloses nothing: no balance, no visit dates, no account detail of any kind. Verification attempts are capped; after the limit, the call ends cleanly with a referral to your office.

Yes, because it doesn't improvise. The agent pulls the actual claim data from your systems through your APIs - billed charges, insurance payments, contractual adjustments, deductible and coinsurance amounts - and explains what those records say in plain language. When your data doesn't answer the question, it says so and escalates; it never guesses at what an insurer did.

It offers exactly the plans your policy allows - minimum amounts, terms, and eligibility rules you define. A patient who qualifies gets a plan set up or a plan link emailed on the call. A patient who asks for something outside policy is warm-transferred to your billing team, with the request already summarized.

The agent recognizes dispute language even when the patient never says "dispute" - "I was billed for the wrong thing," "my insurance should have covered this," "I never had that test." It logs the specifics, reason-codes the call as a dispute, and warm-transfers to your billing specialists with the account verified and the issue summarized, so the review starts immediately instead of on a callback.

Voice agents speak 25+ languages on dedicated lines, with natively written scripts and native-quality voices - not run-through-a-translator English. Web chat covers 100+ languages. Call summaries are written in English for your reviewers regardless of the call language.

The agent sits in front of what you already run. Its tools make signed calls to your APIs - account lookup, claim detail, statement delivery, payment links - and every call ends with a webhook to your system of record carrying the summary, reason code, and resolution flag. No rip-and-replace, and your data stays in your systems.

No - it removes the calls that waste them. Balance explanations, statement requests, payment links, and after-hours traffic are handled end to end; patients who need a human arrive as warm transfers, already verified, with context. Your specialists spend their day on insurance disputes and hardship conversations, not lookups.

Weeks, not quarters. We start from proven patient-billing flows, adapt the scripts with your compliance team, connect your account-lookup and payment endpoints, and run a pilot on one line with success metrics you define - before you commit the whole department.

Patient-billing deployments are scoped and priced per engagement - implementation, platform, and usage - because the value is measured in resolved statements and freed staff hours, not minutes. The pilot conversation is where we put real numbers on your call volumes.

Put an agent on
your statements.

Bring your call volumes and one line you'd pilot. We'll bring a working patient-billing agent you can call before the meeting ends.

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