Invoice follow-up for clinics and medical practices
Between rejected insurance claims, pending complementary-insurer payments and patient balances, a practice leaves fees uncollected every month because nobody has time to chase them. The agent tracks every receivable — insurer, complementary fund, patient — and follows up in a tone fit for a care relationship.
In your day-to-day
- 01
Rejected claims reprocessed with the cause identified, resubmitted or flagged to the front desk depending on the case.
- 02
Courteous reminders for patient balances — refused third-party payment, uncovered procedures — with a payment link.
- 03
Tracking of complementary-insurer payments pending beyond the usual delay, fund by fund.
How it works
- 1
Plugged into your invoicing
The agent reads your existing tool — invoicing, accounting, ERP — with no migration and no double entry. It knows every invoice, its due date and its history.
- 2
Written reminders, not templates
Each reminder is written for that client: friendly for a good payer one week late, firm and documented by the third notice. You approve the policy once; the agent applies it.
- 3
Escalation and audit trail
Sensitive account, dispute, large amount: the agent hands over to a human with full context. Every action is logged, every euro recovered is attributed.
Typical results
-30%
average collection delay, typical order of magnitude
100%
of overdue invoices chased, no exceptions, no oversights
0 h
of human time on first-level reminders
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Isn’t chasing patients delicate for a practice?+
It is, which is why you approve the tone: a factual, considerate reminder, never threatening, with a handover to a human as soon as a patient disputes or mentions hardship. The care relationship comes before collection.
Do the reminders contain medical data?+
No: the agent only handles administrative and accounting data — date, amount, administrative nature of the procedure — never the reason for the visit or anything from the medical record.
Will the agent upset my clients?+
That is exactly what it prevents: tone is calibrated to the client’s history and how late the invoice is, and you approve the reminder policy before go-live. A good client one week late gets a friendly nudge — not a formal notice.
What happens when a client disputes an invoice?+
The agent detects the dispute, pauses the reminder sequence and hands the case to whoever you designate, with the full history. It never negotiates on its own.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic