Revenue Workflow
Concierge members expect a frictionless experience. Capturing insurance and payment method during the intake call reduces billing inquiries and improves cash flow. The AI collects this information, your staff files it, and invoicing proceeds without gaps.
Insurance and payment method are confirmed before the first visit, not after. Information is handed to staff for filing. Denials drop.
AI gathers payment and insurance info; billing staff enter it and process claims. Fewer incoming calls about 'Do you have my insurance?' or 'What do I owe?'
Members hear exactly what to expect (concierge fee, expected copay, payment options) on the intake call. No billing surprises. Fewer disputes.
Payment method on file means invoices are collected on schedule. Fewer accounts receivable days, faster revenue cycle.
Insurance verified on first call
AI collects and staff file before the first visit; no delayed claim submission
Payment method captured during intake
Concierge fee and payment terms confirmed before the member's first appointment
Outstanding balance callbacks logged
AI attempts collection and documents member response; staff prioritize followup
Self-pay conversations documented
Payment plans discussed on the call; agreement documented for staff review
Yes, but the AI does not store the card details. The AI asks 'Do you prefer to pay by credit card, ACH, or invoice?' and gathers the member's preference. Your staff securely enter the full payment method in your practice management system following PCI compliance guidelines.
Yes. You can provide a script that explains the concierge fee, what's included, annual cost, and payment schedule. The AI delivers this consistently to every new member.
The AI gathers employment, household size, and any indication of financial hardship. Your staff review and discuss payment plans or eligibility for sliding scale before the first visit.
Yes. You can set up a callback script that says 'I see an outstanding balance from [date]. Let me tell you about your payment options.' The AI documents the member's response and your staff follow up if needed.
The AI captures insurance info on the intake call and returns it as a structured summary. Staff then file this in your practice management system and submit claims as usual. The AI doesn't submit claims directly, but complete info reduces claim denials.
The AI notes the refusal and offers to escalate to staff. Your billing coordinator then calls to discuss payment options and self-pay terms before the first visit.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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