Financial Counseling

On-site patient financial counseling services for hospitals and health systems that want to educate patients on their financial options to help collect more revenue.

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Collect More Payments With Our Patient Financial Advisors

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Educate patients on their financial responsibility, payment and assistance options.

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Enable staff to stay focused on patient access and revenue cycle tasks.

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Collect more patient payments while maintaining patient satisfaction.

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Communicate financial responsibility to patients with onsite specialists.

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Provide financial counseling both pre-service and at the point-of-service.

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Establish patient payment plans in accordance with provider policies.

Educate Patients and Collect More Revenue

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Pre-service and point-of-service patient education

  • Before a patient’s scheduled care, our team helps ensure patients understand their financial responsibility and have initiated payment plans, if needed. Our team reaches out to patients at least three days prior to a procedure.
  • With specialized focus, our financial counselors handle patient financial conversations before and at the point of service, educating patients on their responsibility and options, and collecting payments.
  • The process includes confirming eligibility and insurance verification, identifying coverage sources, communicating financial responsibility, establishing payment plans, and collecting and processing payments.
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Point-of-service financial counseling and collections

  • Our services deliver financial counseling when a patient enters the emergency room, is admitted to the hospital, or checks in for an outpatient procedure.
  • Our financial counselors are with you and your patients onsite at your hospital or health system, and are trained to be compliant with state and federal regulations.
  • Using our Financial Counseling services, providers often collect more from patients while maintaining patient satisfaction.
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Customize to your organization's needs

  • Our services support multiple hospital and health system care settings including inpatient, outpatient, and Emergency Departments.
  • Whether you’re looking for pre-service or point-of-service education or counseling, we will configure our solution to complement your existing processes and staff.
  • By partnering with us, we can help your team stay focused on other patient access and revenue cycle tasks, while we manage the financial conversations with your patients.

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