Phase 1: Accurate Account Intake & Validation
We begin by securely importing receivables from your practice management system, such as Dentrix or Eaglesoft. Each account goes through a dental-specific review. We check insurance gaps, CDT coding issues, and legal eligibility. Accounts that cannot be collected, such as confirmed bankruptcies, are removed so we focus only on valid claims.
Phase 2: Patient-Centric Outreach & Engagement
We make initial contact within 24 hours. Patients receive a clear explanation of the balance and available payment options. We communicate through secure portals, text messages, and email, always within legal hours. Our messaging is respectful and professional to protect the patient relationship.
Phase 3: Flexible Resolution & Secure Liquidity
We help turn receivables into cash flow through easy payment options. These include zero-interest payment plans and fair settlements. Payments are processed through secure, PCI-compliant portals and synced with your system for accurate records.
Phase 4: Compliance, Security & Auditable Workflow
We protect all patient health information using encrypted systems that meet HIPAA standards. Our team receives ongoing training on federal and state regulations. Every action is logged to maintain a complete and legally defensible record.
Phase 5: Brand Stewardship & Financial Care
Patient dignity is our top priority. We provide clear billing explanations and offer hardship support when needed. Patients can manage their accounts through secure self-service tools. Our approach focuses on resolution, not pressure, helping protect your practice’s reputation.
