What we do / Patient statements and callsINCLUDED
Clear bills for patients, and answers when they call
Statements go out only after insurance has paid its share. Your billing team answers your patients' billing questions, and payment plans, discounts and collections follow your policy.
Who does what
Who does what with patient balances
Software, checked by your billing team
Software
- Prepares statements from posted balances and tracks what was sent and paid.
Your billing team
Your billing team
- Explains balances to your patients.
- Sets up payment plans inside your policy.
- Sends care questions and disputes to your practice.
You
Your practice
- You set the financial policy: payment plans, small balances and collections.
- Your front desk collects copays at the visit.
- You approve any collections referral.
Patient statement
Sample clinic
Sample view with synthetic data. The client dashboard is planned; this shows what it will track.
- From
- Sample clinic, South location
- For
- Account Pt 2213
- Statement date
- Tue, Sep 22, 2026
- Insurance
- Commercial PPO A (deductible plan)
| Date | Service | Charge | Insurance paid | Insurance adjustment | You owe |
|---|---|---|---|---|---|
| Mon, Aug 17 | Therapeutic exercise and manual therapy (3 units) | $228.00 | $0.00 | $99.60 | $128.40 |
| Wed, Aug 19 | Therapeutic exercise, balance training and manual therapy (3 units) | $238.00 | $0.00 | $133.94 | $104.06 |
| Mon, Aug 24 | Therapeutic activities and manual therapy (3 units) | $246.00 | $43.06 | $124.63 | $78.31 |
| Wed, Aug 26 | Therapeutic exercise, therapeutic activities and manual therapy (4 units) | $318.00 | $125.42 | $161.23 | $31.35 |
| Total | $1,030.00 | $168.48 | $519.40 | $342.12 |
Why you owe this
Your plan applied these visits to your deductible ($300.00 left at the first visit), then 20% coinsurance once the deductible was met.
How to pay
Ways to pay follow your practice's setup.
Billing questions: call 555-0142 (a fictional number for this sample).
What we do
From the insurance decision to a paid balance
When statements go out
Only after insurance has paid its share.
What the statement shows
Each visit, what was charged, what insurance paid and adjusted, and what the patient owes, split into deductible and coinsurance.
Questions answered
Your billing team answers your patients' billing questions under your financial policy.
Payment plans
Payment plans are set up inside your financial policy.
Collections
No patient goes to collections without your approval.
What published data says
Why patient balances need a plan
Deductibles put part of each bill on the patient, and one statement often does not settle it.
- 34% of covered workers have a deductible of $2,000 or more for single coverage (2025).34%
Source: KFF, 20251
- In 2024 practices collected 72% of copays at the visit but about 27% of other patient balances.72%, 27%
Source: MGMA Stat, 2026-07-302
- 70% of providers need two or more statements to collect a patient balance in full.70%
Source: J.P. Morgan Payments, 20263
Questions
Questions about patient statements and calls
Your billing team answers your patients' billing questions under your financial policy.
Not without your approval.
Only after insurance has paid its share.