Patient Balance Follow-Up Agent

Patient bills sent too early or with the wrong amount cause complaints, calls and unpaid balances. After insurance pays, this agent reviews each patient balance. It first checks that all insurance has processed and that the balance is right, such as the correct copay and deductible. If secondary insurance is still pending or the balance looks wrong, it holds the bill and rechecks after the secondary pays or the correction is made. It then drafts a clear statement and reminders in the patient's preferred channel, offers payment plans within policy and answers simple billing questions from the account record. It tracks payments and moves accounts through reminder stages. Accounts with income indicators are offered financial assistance screening. Over 90 days without payment triggers a review for referral. The biller approves statements, plans and any collection referral. Edge case: a balance appears before secondary insurance processed, so the agent holds it.