Problem Statement

Patient credit balances have to be reviewed and resolved through refund or adjustment, and working them manually is slow; unresolved credits sit on accounts, create compliance exposure, and tie up money owed back to patients. Self-pay activity such as open balances or adjustments has to be reviewed and the right next action taken, and where a refund is owed it has to be issued by the correct method. Working this activity by hand is repetitive, and unaddressed credits sit unresolved on patient accounts.

Automation Solution

This automation reviews self-pay activity such as open balances and adjustments, takes the appropriate next action, and where a refund is required determines whether to use a credit card or check and processes it.