Patient Financial Experience

We evaluate the accuracy and integrity of your patient out-of-pocket estimates and point-of-service (POS) collection workflows to ensure patients receive clear, reliable cost information before care is delivered. This assessment helps identify gaps in estimation logic, staff workflows, and system configuration that lead to missed collections, patient dissatisfaction, and downstream billing disputes.

Based on our findings, we develop targeted strategies to increase POS collections while improving the patient experience. These strategies balance financial performance with compassionate communication, helping staff confidently discuss financial responsibility, payment options, and expectations while reducing avoidable bad debt write-offs.

We assess your financial clearance and financial counseling operations to determine how effectively patients are being screened, educated, and prepared for their financial obligations. Our recommendations focus on reducing authorization-related denials, improving coverage verification, and minimizing uncompensated care through proactive patient engagement and process optimization.

In addition, we review your No Surprises Act (NSA) workflows and other applicable state and federal patient billing regulations to ensure full compliance with good faith estimate (GFE) requirements. This includes evaluating documentation processes, system setup, and staff training to reduce regulatory risk while maintaining transparency and trust with patients.