Connected through Keragon, Balance turns eligible Healthie invoices into digital statements, follows up with patients, and posts completed payments back to Healthie.
Healthcare practices rely on digital tools to manage scheduling, patient care, and billing. But when those systems do not work together, billing teams fill the gaps: moving information between systems, following up with patients, and updating records by hand.
Consider what happens after a visit. The visit is complete, any applicable insurance payments and adjustments have been accounted for, and the patient responsibility balance is ready to collect. Yet the time-consuming, repetitive work may be just beginning: preparing a statement, sending a payment link, following up, and then recording the patient payment when it eventually arrives.
For independent practices and the billing companies supporting them, those steps add up. Manual data entry creates opportunities for error. Repeated phone calls and outreach consume staff time. Errors and delays can confuse patients and leave balances unpaid. At Balance, our goal is to make patient billing easier for everyone involved. Built alongside medical billers and physicians, Balance helps practices collect more, faster, at a lower cost while giving patients a clearer, more convenient way to understand and pay their bills.
Connecting that experience to the systems practices already use is where Keragon comes in. Keragon is an AI-powered healthcare automation platform that connects EHRs and other healthcare applications through HIPAA-compliant workflows, helping teams automate tasks across systems, from patient intake and appointment reminders to data syncing and billing.
Healthie + Balance, connected through Keragon, brings statement creation, patient follow-up, and payment posting together in one automated process. Healthie supplies the patient, visit, and invoice details. Keragon connects the systems. Balance generates an itemized statement from the Healthie data, reaches the patient by text and email, and manages follow-up. When the patient pays, a second Keragon workflow validates and marks the matching invoice Paid in Healthie, helping keep billing records current without manual re-entry.
Billing teams spend less time moving information, chasing outstanding balances, and posting payments. Patients get a simpler billing experience, from understanding what they owe to making a payment.
From a completed visit to a patient-ready statement
The process begins when the office staff marks a visit as “Occurred” in Healthie. This can be either an insurance-billable appointment or cash pay. In either case, if the patient does not have a card on file with auto-charge enabled, Healthie sends a new payment-request event to Balance via the Keragon workflow. Keragon checks that the appointment is complete and retrieves the invoice, appointment, and patient details from Healthie. The workflow assembles an itemized statement showing the date of service, visit type, provider, charges, and successful patient payments already made. It also checks that the totals reconcile to the cent, and then passes this data to Balance. Balance then generates a branded PDF statement for the practice and sends the patient a secure payment link by text, email, or both, depending on the contact information available. For eligible invoices that pass these checks, there is no separate export, statement preparation, or manual send required.
Digital statement automatically generated from Healthie patient data.
Make the next step easy for patients
Getting a digital statement to a patient is only part of the job. The patient also needs to understand what they owe, be empowered to ask clarifying questions in the context of the bill, and then have a simple way to pay. With Balance, patients can open a secure link, review their itemized statement, download a PDF for their records, and ask billing questions by text for quick and efficient resolution. When they’re ready, they can pay through a page branded for the practice with a mobile-friendly experience that supports convenient payment options, including Apple Pay, Google Pay, and other saved payment information to make checkout simple.
The sample statement below shows how this works: a $175 visit, a $50 payment already made, and a clearly displayed remaining balance of $125. Patients can see how the amount due was calculated before they pay, and readily navigate to payment pages directly from the statement. Balance can also automate statement mailing to patients that are unreachable digitally or request paper during the digital outreach.
Follow up automatically, without another staff task
A single message can be overlooked, even when a patient intends to pay. It may arrive at an inconvenient time, the patient could mark the message read and then forget to come back to it, etc. After the initial statement is sent, Balance handles follow-up on outstanding payment requests through its configured reminder cadence. Your team does not need to maintain a separate reminder list or manually resend each payment link to increase payment rates. This is where the integration extends beyond simply connecting an invoice to a checkout page. Statement generation starts the process, digital delivery makes it easy to act, and automated follow-up keeps unpaid balances moving.
From paid to posted, automatically
Collecting the payment should not create another data-entry task. When a patient pays in Balance, the second Keragon workflow finds the matching Healthie invoice, confirms that it is still open, and validates the amount. When those checks pass, it marks the invoice Paid in Healthie. In the normal workflow, no one needs to record that payment in Healthie by hand. An invoice that is already paid is skipped, and payment-posting exceptions are recorded in Keragon’s run log for investigation. This closes an important gap between collecting money and keeping billing records current.
Built-in checks, with exceptions routed for review
Automation works best when routine invoices move forward and exceptions get the attention they need. Before a payment request is sent, the workflow checks patient contact information, visit details, and invoice totals. Visits that have not occurred are skipped. Missing or inconsistent information, including write-offs, refunds, or totals that do not reconcile, routes the invoice to a review task in Healthie instead of sending it to the patient.
The workflow also includes duplicate protection: retrying the same request does not create a duplicate invoice or send a second notification. The payment-posting workflow separately validates the matching invoice before marking it paid. The result is an automated path for eligible invoices, with a defined review process for cases that need a person.
A more connected patient billing experience
Balance was built in close collaboration with medical billers and physicians to reduce the everyday work between sending a statement and getting paid. For practices using Healthie, the integration with Balance via Keragon brings together clear digital statements, convenient payments for patients, and consistent automated follow-up and payment posting for billers.
Want to see the workflow with your practice’s billing process? Book a demo with Balance or sign up for a free trial to see the Healthie setup, statement and follow-up experience, and payment-posting in action.
Illustrative screenshots use sample patient data. Contact details and payment links have been replaced; the sample statement was rendered separately.
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