Step 7 of 8 in the billing cycle
Dental patient statements and balance follow-up
We send patient statements that explain the charges, what insurance paid and what is left, in plain language. Then we follow up on open balances with reminders your patients will not resent, on a schedule your practice approves.
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Insurance paid its portion. Patient balance calculated.
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Plain-language explanation added to the statement.
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Statement reviewed and sent.
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No payment yet. Friendly reminder scheduled.
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Patient called with a question. Explained the crown coverage.
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Paid in full.
Why patient balances age
Many patient statements are hard to read. Patients call to ask what they are paying for, or they wait to pay until someone explains it. Either way, the balance gets older.
Following up is awkward for a front desk that also has to greet those same patients, so reminders go out late or not at all.
How we handle it
Experienced billers do the work and make the decisions. AI does the reading, checking and watching that keeps the work complete.
What our billers do
- Prepare and send statements on a schedule you approve.
- Help your team answer patient questions about what insurance paid.
- Set up payment arrangements within your office policies.
- Bring accounts to you for a decision before anything goes to collections.
Where AI helps
- Writes a plain-language explanation of each balance.
- Suggests reminder timing based on a patient’s payment history.
- Flags balances that are really insurance problems, so patients are not billed for a payer’s mistake.
What your office gets
- Statements patients understand
- Each statement shows what was done, what insurance paid and why the patient owes what they owe.
- Consistent follow-up
- Reminders go out on schedule, not when someone finds the time.
- Your policies, your decisions
- Payment plans and collections follow your rules, and you make the final call.
What we need from your office
- Your statement schedule, payment options and financial policies.
- A decision on any account before it is sent to collections.
Questions about patient statements
Do you send accounts to collections?
Only if you decide to. We recommend next steps for accounts that are not responding, and your office makes the call.
Will statements go out under our practice name?
Yes. Patients know your practice, not us, so statements and reminders go out in your name and follow your policies.
How do patients pay?
Through the payment options your practice already offers. We point patients to them clearly on every statement and reminder.
See where your billing is leaking.
A free billing review looks at how claims move through your office today and where revenue slips. You get a plain answer on what we would change, with no obligation.