Patient Statement Services
Clear, accurate, and professionally formatted patient statements delivered on time — reducing confusion, minimising unpaid balances, and improving your practice's self-pay collection rate by up to 40%.
A Confusing Statement Is an Unpaid Statement
Most patients want to pay — they just don't understand what they owe or why. Clear, timely statements remove that friction and get you paid faster.
Timely Statement Delivery
Statements are generated and dispatched within 24 hours of insurance adjudication — while the visit is still fresh in the patient's mind and collections are highest.
Plain-Language Formatting
No confusing billing codes or jargon. Each statement clearly shows the service date, description, amount billed, insurance paid, adjustments, and the exact balance due.
Multi-Channel Delivery
Statements delivered via print & mail, email, patient portal, or text-to-pay — meeting patients on whichever channel they prefer for faster response rates.
Automated Follow-Up Cycles
Automated 30, 60, and 90-day statement cycles with escalating urgency — ensuring no balance falls through the cracks without manual intervention from your team.
Up to 40% More Collections
Practices switching to our statement service see a significant increase in self-pay collections within the first 90 days — driven by clarity, timing, and multi-touch follow-up.
Payment Plan Integration
Statements include clear instructions for setting up a payment plan. Patients can self-enrol online or call our helpdesk — reducing hardship write-offs significantly.
Every Statement Type Your Practice Needs
From routine balances to complex multi-payer summaries — we handle every patient statement scenario.
Post-Insurance Balance Statements
Generated after insurance payment is posted, showing the exact patient responsibility after all payer adjustments and contractual write-offs have been applied.
Self-Pay Statements
For uninsured or underinsured patients, we generate itemised self-pay statements with applicable cash-pay discounts and clear payment instructions.
Itemised Billing Statements
Detailed line-by-line breakdowns of every procedure, code, and charge — provided on request for patients, attorneys, or insurance disputes.
Secondary Insurance Pending Statements
Interim statements that clearly communicate pending secondary insurance billing — preventing premature patient confusion or premature collection pressure.
Payment Plan Statements
Monthly instalment statements for patients on approved payment plans — showing payment history, remaining balance, and upcoming due dates.
Final Notice Statements
Professional final-notice statements with clear language indicating next steps — including referral to collections if required under your practice's policy.
From Insurance Payment to Patient Paid — Fast
Insurance Payment Posted
Once the insurance ERA or EOB is processed, patient responsibility is calculated instantly — taking into account all adjustments, co-insurance, and deductible amounts.
Statement Generated
A clean, plain-language statement is generated within 24 hours — formatted to your practice's branding and including all relevant visit details.
Multi-Channel Delivery
Statements are delivered via the patient's preferred channel — print & mail, email, patient portal message, or SMS text-to-pay link.
Automated Follow-Up
If no payment is received, automated follow-up statements go out at 30, 60, and 90 days — with progressively direct language at each interval.
Payment or Plan Captured
Patients pay online, by phone, or set up a plan through our helpdesk. Payments are posted to their account the same day they are received.
Escalation if Needed
Accounts that remain unpaid after the 90-day cycle are escalated per your defined policy — including referral to collections with your approval.
Common Questions
Other Ways We Protect Your Revenue
Eligibility & Benefits Verification
Coverage, copays, and deductibles confirmed before the patient arrives. Prevents 30% of denials caused by incorrect insurance data.
Charge Entry & Clinical Scrubbing
CPT, ICD-10, and modifiers verified within 24 hours using 4M+ automated checkpoints. Reduces first-pass rejections by up to 60%.
Same-Day Claim Submission
Every claim scrubbed and submitted same day as charge entry. 95%+ acceptance rate with major payers. Zero claim backlog.
Denial Management & Appeals
Denials analyzed, corrected, and resubmitted within 48 hours. Root-cause tracking ensures the same denial never hits twice.
Payment Posting & Reconciliation
Line-by-line ERA and EOB reconciliation daily. Every dollar matched, every discrepancy flagged. Audit-ready books, always.
Patient Helpdesk Support
HIPAA-compliant agents handle patient calls, payment plans, and balance inquiries — reducing your front-desk workload significantly.
Let’s Find the Revenue
Your Practice Is Missing
Start with a free, no-obligation 2-week audit. Most practices uncover $100K–$500K in recoverable revenue.