Compare plans & features

Select Billing Cycle

Monthly

Annual

Core Features

Patient Contacts

Team Members

Mobile Phone Numbers

Send Payment Requests by Text & Email

Digital Statements

Branded Emails and Payment Pages

Automated follow-ups

Audit trail & engagement insights

Bulk import from CSV

Payment link for website

Automate Sending Paper Statements

New

Self-serve installment plans

Universal Inbox

AI Suggested Replies

Analytics & Insights

Dashboard reports

Collection Rate by Cohort

A/R Aging Metrics

Days to Pay, Conversion by Follow-up

Engagement Insights

Digital Reach Rate

Quarterly Business Review

For Practices

$49

/month

Unlimited

Unlimited

1

150

Additional Fee

Upon Request

-

For Billing Companies

$249

/month

Unlimited

Unlimited

1 per practice

1000

Additional Fee

Upon Request

Frequently Asked Questions

Frequently Asked Questions

Still need help?

Contact our sales team

Get help from sales team

Evaluate ROI

See the possibilities

What is this platform used for?

Balance is a HIPAA and PCI-compliant solution that helps medical practices and billing companies with patient responsibility billing. We make it easy to send out payment requests and digital statements by text and email, improving collection rates and cash flow, while simultaneously providing patients with a modern and secure payment experience.

Who is it for?

Balance was built for the health care industry with a focus on independent practices and medical billing companies.

How is this better or easier for patients?

Work, school, caregiving, appointments, and everyday responsibilities all compete for attention. Healthcare bills can be easy to overlook, especially when paying means sorting through mail, making phone calls, writing checks, finding stamps, or navigating an outdated portal. Balance allows patients to quickly view their bill and pay from their phone with a card or digital wallet in about 30 seconds.

Do I need to change my existing systems?

No, Balance works alongside your existing Practice Management, EHR, or billing software. We'll review your setup and your workflow and then take care of the Balance setup and provide training.

How long does it take to get setup?

Balance takes care of the setup and branding to make getting started easy. It typically takes 1-2 days to send your first digital statement. Setting up automated posting and statement mailing can take a couple of days to a few weeks depending on your systems and if we have already integrated.

What does my team still handle?

Your team will still take care of generating digital statement runs and determining when to reach out to patients for payment. Balance will take care of outreach by text and email, automate follow-up, and handle replies to simple patient questions. More complex questions will be set aside for your team to review. Payment posting and statement mailing can be automated or completed manually depending on preference.

How much does this really cost?

We've outlined the base costs above. The exact monthly cost will depend on the number of digital statements you send each month, the automated follow-up sequence you configure, and your unique collection rate. Please get in touch with our team and we can help you estimate your specific scenario if you have additional questions.

Is this worth the cost and effort?

We understand how important investments like this are for your business, which is why we are transparent with our pricing and work closely with our partners to help them get the most out of our solution. Our digital collection rate across all practices hovers about 82% and most are collecting 2-3x faster. Compared to mailing paper statements and the cost associated ongoing follow-up, we typically save about 60% on the cost to collect.

Are there fees per user or per location?

No. We have oriented our pricing model around the value that we bring to the core problem we aim to solve: the high cost of collecting patient responsibility balances.

How long is the contract?

We offer monthly or annual subscription plan options. Our monthly plan is designed to provide low upfront cost and flexibility to cancel anytime, while the annual plan may appeal to customers who seek to maximize cost savings.

Still need help?

Contact our sales team

Evaluate ROI

See the possibilities

What is this platform used for?

Balance is a HIPAA and PCI-compliant solution that helps medical practices and billing companies with patient responsibility billing. We make it easy to send out payment requests and digital statements by text and email, improving collection rates and cash flow, while simultaneously providing patients with a modern and secure payment experience.

Who is it for?

Balance was built for the health care industry with a focus on independent practices and medical billing companies.

How is this better or easier for patients?

Work, school, caregiving, appointments, and everyday responsibilities all compete for attention. Healthcare bills can be easy to overlook, especially when paying means sorting through mail, making phone calls, writing checks, finding stamps, or navigating an outdated portal. Balance allows patients to quickly view their bill and pay from their phone with a card or digital wallet in about 30 seconds.

Do I need to change my existing systems?

No, Balance works alongside your existing Practice Management, EHR, or billing software. We'll review your setup and your workflow and then take care of the Balance setup and provide training.

How long does it take to get setup?

Balance takes care of the setup and branding to make getting started easy. It typically takes 1-2 days to send your first digital statement. Setting up automated posting and statement mailing can take a couple of days to a few weeks depending on your systems and if we have already integrated.

What does my team still handle?

Your team will still take care of generating digital statement runs and determining when to reach out to patients for payment. Balance will take care of outreach by text and email, automate follow-up, and handle replies to simple patient questions. More complex questions will be set aside for your team to review. Payment posting and statement mailing can be automated or completed manually depending on preference.

How much does this really cost?

We've outlined the base costs above. The exact monthly cost will depend on the number of digital statements you send each month, the automated follow-up sequence you configure, and your unique collection rate. Please get in touch with our team and we can help you estimate your specific scenario if you have additional questions.

Is this worth the cost and effort?

We understand how important investments like this are for your business, which is why we are transparent with our pricing and work closely with our partners to help them get the most out of our solution. Our digital collection rate across all practices hovers about 82% and most are collecting 2-3x faster. Compared to mailing paper statements and the cost associated ongoing follow-up, we typically save about 60% on the cost to collect.

Are there fees per user or per location?

No. We have oriented our pricing model around the value that we bring to the core problem we aim to solve: the high cost of collecting patient responsibility balances.

How long is the contract?

We offer monthly or annual subscription plan options. Our monthly plan is designed to provide low upfront cost and flexibility to cancel anytime, while the annual plan may appeal to customers who seek to maximize cost savings.

Ready to modernize your patient billing?

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