Financial Counselor
Delivers accurate patient responsibility estimates up front, sets payment plans, and works balances so revenue is recovered without awkward front-desk conversations.
+46%
Point-of-service collections
-19 days
Days in A/R
96%
Estimate accuracy
What this agent handles
payments
Good-faith estimates
Benefit-aware cost projections generated before the visit.
payments
Payment plans
Automated plan setup, reminders, and reconciliation.
payments
Denial follow-up
Denials triaged, corrected, and resubmitted with an audit trail.
payments
Balance outreach
Respectful, compliant messaging cadences across SMS and email.
See Financial Counselor run on your workflows
We configure, deploy, and operate the agent inside your existing EHR.
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