Ai automation
Accelerate patient payments
Accelerate payments

Reach patients sooner with digital statements, payment plans, and a fast, mobile-first way to pay.

Automate invoices
Streamline backoffice work
Streamline backoffice

Consistent, well-timed automated follow-up keeps unpaid balances from slipping through the cracks.

Well-timed, automated follow-ups keep unpaid balances from slipping through the cracks.

Track cashflow
Reduce cost-to-collect

Replace print, postage, phone calls, and wasted staff hours with an automated workflow built for healthcare.

Healthcare has changed. Patient billing hasn't.

Patients are responsible for more of the cost of care than ever before. Yet many practices still rely on paper statements and manual follow-up to collect it. The workflow needs to catch up.

Salt Creek Medical

Service and Payment Description

Patient Charge

Complex Visit / Procedure

Jul 15

$2,200.00

Deductible

Jul 15

$1,000.00

Coinsurance – 30%

Jul 15

$360.00

Insurance Paid: $840

Your Balance: $1,360.00

Upload PDF Statements

Drop PDF statements to upload

Browse

Uploading statements…

statement_001.pdf

statement_002.pdf

statement_003.pdf

statement_004.pdf

Preparing statements for delivery…

Extracting statement data

Creating digital statements

Matching statements to contacts

Sending payment requests

Less paper. More payments.

Replace mailing monthly paper statements with digital delivery by text and email. Patients get a clear, mobile-friendly way to review details and pay what they owe, followed by automated reminders that keep outstanding balances moving and maximize collection rates.

2-3×

Faster Payments

82%

Average collection rate

60-70%

Reduction in Cost to Collect

Fewer phone calls. Faster resolution.

Billing questions are inevitable, but playing phone tag doesn’t have to be. Give patients a simple way to ask questions by text while your team manages every conversation from one unified inbox. AI-assisted replies help answer common questions faster, reduce call volume, eliminate voicemail loops, and keep payments moving.

Sarah Mitchell

Hi there, has everything been submitted to my insurance?

Thanks

Salt Creek Medical

Hi Sarah, yes, insurance has paid its portion. You can view the details on your statement, please click "View Statement"

Type your message…

Salt Creek Medical

Pending

Complex Visit Fee

Jul 15

$1,112.77

Deductible (100% patient)

July 15

$500

Balance subject to Coinsurance

July 15

$612.77

Coinsurance (30%)

July 15

183.63

Insurance Paid:

$428.94

Total Patient Responsibility:

$683.83

Pay $683.83

Pay now. Not later.

Let patients move from statement to payment in seconds. Apple Pay, Google Pay, HSA/FSA cards, major credit cards, and flexible payment plans make checkout simple on any device.

From paid to posted. Automatically.

Eliminate the back-office lag that happens after patients pay. Automatically match payments to outstanding balances and post them back to your practice management system or EHR, keeping A/R clean, statements accurate, and minimizing manual posting work for your team.

Automated Payment Posting

Reviewing today's payments

Identifying accounts and balances

Allocating charges

Matching payments to providers and services

Posting payments

Updating PMS balances and reconciling

Dashboard

Payments collected

5,601 payments

$397K / $469K

85%

Patient engagement

17.3K clicks

33.2K sends

52%

A/R over 90 days

454 patients

$61,749.08

13%

Review Workflows for Aged A/R

See what’s working. Know what to do next.

Track payment velocity, aging trends, and engagement across every practice. See where balances stall, understand what drives results, and turn real-time data into smarter collection strategies.

Healthcare has changed. Patient billing hasn't.

Patients are responsible for more of the cost of care than ever before. Yet many practices still rely on paper statements and manual follow-up to collect it. The workflow needs to catch up.

Salt Creek Medical

Service and Payment Description

Patient Charge

Complex Visit / Procedure

Jul 15

$2,200.00

Deductible

Jul 15

$1,000.00

Coinsurance – 30%

Jul 15

$360.00

Insurance Paid: $840

Your Balance: $1,360.00

Upload PDF Statements

Drop PDF statements to upload

Browse

Uploading statements…

statement_001.pdf

statement_002.pdf

statement_003.pdf

statement_004.pdf

Preparing statements for delivery…

Extracting statement data

Creating digital statements

Matching to contacts

Sending payment requests

Less paper. More payments.

Replace mailing monthly paper statements with digital delivery by text and email. Patients get a clear, mobile-friendly way to review details and pay what they owe, followed by automated reminders that keep outstanding balances moving and maximize collection rates.

2-3×

Faster Payments

82%

Average collection rate

60-70%

Reduction in Cost to Collect

Fewer phone calls. Faster resolution.

Billing questions are inevitable, but playing phone tag doesn’t have to be. Give patients a simple way to ask questions by text while your team manages every conversation from one unified inbox. AI-assisted replies help answer common questions faster, reduce call volume, eliminate voicemail loops, and keep payments moving.

Sarah Mitchell

Hi there, has everything been submitted to my insurance?

Thanks

Salt Creek Medical

Hi Sarah, yes, insurance has paid its portion. You can view the details on your statement, please click "View Statement"

Type your message…

Salt Creek Medical

Pending

Complex Visit Fee

Jul 15

$1,112.77

Deductible (100% patient)

July 15

$500

Balance subject to Coinsurance

July 15

$612.77

Coinsurance (30%)

July 15

183.63

Insurance Paid:

$428.94

Total Patient Responsibility:

$683.83

Pay $683.83

Pay now. Not later.

Let patients move from statement to payment in seconds. Apple Pay, Google Pay, HSA/FSA cards, major credit cards, and flexible payment plans make checkout simple on any device.

From paid to posted. Automatically.

Eliminate the back-office lag that happens after patients pay. Automatically match payments to outstanding balances and post them back to your practice management system or EHR, keeping A/R clean, statements accurate, and minimizing manual posting work for your team.

Automated Payment Posting

Reviewing payments

Identifying accounts and balances

Allocating charges

Matching to providers and services

Posting payments

Updating balances and reconciling

Dashboard

Payments collected

5,601 paid

$397K

85%

Patient engagement

17.3K clicks

33.2K sends

52%

A/R over 90 days

454 patients

$61,749.08

13%

Review Workflows for Aged A/R

See what's working. Know what to do next.

Track payment velocity, aging trends, and engagement across every practice. See where balances stall, understand what drives results, and turn real-time data into smarter collection strategies.

Healthcare has changed. Patient billing hasn't.

Patients are responsible for more of the cost of care than ever before. Yet many practices still rely on paper statements and manual follow-up to collect it. The workflow needs to catch up.

Salt Creek Medical

Service and Payment Description

Patient Charge

Complex Visit / Procedure

Jul 15

$2,200.00

Deductible

Jul 15

$1,000.00

Coinsurance – 30%

Jul 15

$360.00

Insurance Paid: $840

Your Balance: $1,360.00

Upload PDF Statements

Drop PDF statements to upload

Browse

Uploading statements…

statement_001.pdf

statement_002.pdf

statement_003.pdf

statement_004.pdf

Preparing statements for delivery…

Extracting data

Digitizing statements

Matching to contacts

Sending statements

Less paper. More payments.

Replace mailing monthly paper statements with digital delivery by text and email. Patients get a clear, mobile-friendly way to review details and pay what they owe, followed by automated reminders that keep outstanding balances moving and maximize collection rates.

2-3×

Faster Payments

82%

Average collection rate

60-70%

Reduction in Cost to Collect

Fewer phone calls. Faster resolution.

Billing questions are inevitable, but playing phone tag doesn’t have to be. Give patients a simple way to ask questions by text while your team manages every conversation from one unified inbox. AI-assisted replies help answer common questions faster, reduce call volume, eliminate voicemail loops, and keep payments moving.

Sarah Mitchell

Hi there, has everything been submitted to my insurance?

Thanks

Salt Creek Medical

Hi Sarah, yes, insurance has paid its portion. You can view the details on your statement, please click "View Statement"

Type your message…

Salt Creek Medical

Pending

Complex Visit Fee

Jul 15

$1,112.77

Deductible (100% patient)

July 15

$500

Balance subject to Coinsurance

July 15

$612.77

Coinsurance (30%)

July 15

183.63

Insurance Paid:

$428.94

Total Patient Responsibility:

$683.83

Pay $683.83

Pay now. Not later.

Let patients move from statement to payment in seconds. Apple Pay, Google Pay, HSA/FSA cards, major credit cards, and flexible payment plans make checkout simple on any device.

From paid to posted. Automatically.

Eliminate the back-office lag that happens after patients pay. Automatically match payments to outstanding balances and post them back to your practice management system or EHR, keeping A/R clean, statements accurate, and minimizing manual posting work for your team.

Automated Payment Posting

Reviewing payments

Identifying accounts and balances

Allocating charges

Matching to providers and services

Posting payments

Updating balances and reconciling

Dashboard

Payments collected

5,601 paid

$397K

85%

Patient engagement

17.3K clicks

33.2K sends

52%

A/R over 90 days

454 patients

$61,749.08

13%

Review Workflows for Aged A/R

See what's working. Know what to do next.

Track payment velocity, aging trends, and engagement across every practice. See where balances stall, understand what drives results, and turn real-time data into smarter collection strategies.

Better billing. Better outcomes.

See how billing teams are collecting faster, reducing administrative work, and improving the patient payment experience with Balance.

Balance helped us reach patients sooner and significantly reduce manual follow-up. Payments come in faster and the entire process is easier to manage.

Dylan Ochal, MD

Pediatrician

88%

Digital Collection rate

Balance helped us reach patients sooner and significantly reduce manual follow-up. Payments come in faster and the entire process is easier to manage.

Dylan Ochal, MD

Pediatrician

88%

Digital Collection rate

Balance helped us reach patients sooner and significantly reduce manual follow-up. Payments come in faster and the entire process is easier to manage.

Dylan Ochal, MD

Pediatrician

88%

Digital Collection rate

Balance is one of the best things we’ve ever added to our business. It helps us win new clients, makes our service stickier, and helps our practices collect more, faster, at about a third of the cost of statement mailing. I wouldn’t want to run our business without it.

Balance is one of the best things we’ve ever added to our business. It helps us win new clients, makes our service stickier, and helps our practices collect more, faster, at about a third of the cost of statement mailing. I wouldn’t want to run our business without it.

Julie Bolter

Vice President

92%

Online Patient Payments

With Balance, our team spends far less time chasing payments. Over 90% of payments come in within 1.7 days, and we've cut down substantially on mailing.

With Balance, our team spends far less time chasing payments. Over 90% of payments come in within 1.7 days, and we've cut down substantially on mailing.

Mona Saint, MD

Ob/Gyn

85%

Reduction in cost to collect

Ready to modernize your patient billing?

Accelerate patient payments, reduce administrative work, and replace outdated workflows with a platform built for patient responsibility billing.