AI RCM & Patient Engagement

Revenue Orchestration Across the Entire Cycle

Collectly's AI-powered revenue layer deploys intelligent agents across every stage of the patient financial journey — from pre-visit intake and eligibility to point-of-service collections and post-visit resolution.

Pre-Visit Intake Automation

Digitize patient intake so registration, consent, and pre-service payment requests happen before patients arrive — reducing check-in time, preventing errors, and improving front desk throughput.

Pre-Visit
80% digital adoption
CAPABILITIES
Digital check-in & reminders
Insurance card capture
Real-time coverage status checks
Demographic validation
Consents & forms
Pre-service payment requests

AI Eligibility & Benefits

Automate eligibility and benefits verification with real-time results — interpreting payer responses into visit-specific coverage details so teams stop relying on portals, guesswork, and manual review.

Pre-Visit
Powered by Billie AI
90% Faster verification
CAPABILITIES
Eligibility verification across payers
Visit-specific copay + benefit determination
Additional coverage discovery
Payer portal benefits + plan document retrieval (Billie AI)

AI Cost Estimation

Predict patient responsibility before care using AI-powered estimation — improving financial transparency, reducing surprise bills, and increasing pre-service collections.

Pre-Visit
Powered by Billie AI
85% estimate accuracy
CAPABILITIES
Full patient responsibility estimation (visit-aware)
Allowed amount + contract rate interpretation
Coordination of benefits (primary/secondary/tertiary)
Good Faith Estimates (GFE)

Point-of-Service Payments

Capture copays and balances at the front desk with integrated checkout workflows and modern payment hardware — including terminals and iPad experiences — synced to the EHR to prevent reconciliation gaps and downstream A/R.

Point-of-Service
40% more POS payments
CAPABILITIES
Terminal + iPad front desk checkout workflows
In-person payment capture (card-present + tap-to-pay)
Consent capture and identity verification
Real-time balance surfacing synced with the EHR
Multi-location standardization + centralized reconciliation

Post-Visit Billing Automation

Automate the post-visit billing cycle with digital statements, smart reminders, and AI-powered support — so patients resolve balances faster and teams reduce time spent on repetitive billing work.

POST-VISIT
Powered by Billie AI
2–3x increase in patient collections
CAPABILITIES
Automated outreach across SMS, email, voice, and statements
Smart follow-up sequences and payment nudges
Self-serve payment options + payment plans
Billie AI Agent for patient billing support 
(voice + chat)
Escalation workflows when staff need to step in

Payments Platform

A unified payments infrastructure that powers the entire revenue cycle — from pre-service card capture and payment requests, to point-of-service checkout, to post-visit payment plans and reconciliation.

ALL-STAGES
60% AutoPay enrollment
CAPABILITIES
Secure card-on-file vaulting
AutoPay enrollment + recurring payments
Payment plans and scheduled payments
Refunds + adjustments
Subscriptions (where applicable)
Digital wallets (Apple Pay, Google Pay)
Enterprise-grade PCI-compliant processing + reporting
All-In-One Suite

One Platform. Connected Everywhere Revenue Happens.

Collectly coordinates revenue workflows across EHRs, clearinghouses, payer portals, and patient communication channels — deploying intelligent automation without requiring workflow disruption.

Ready to Automate Your Revenue Cycle?

See how Collectly's products can streamline your workflows and increase collections.

See Your AI RCM Agent in Action

Get a personalized demo tailored to your organization's needs. See exactly how our AI Agent can transform your revenue cycle.

See your potential collection increase

Personalized demo of AI Agent skills

Integration roadmap for your EHR

ROI analysis for your practice

30-minute personalized demo

We'll show you exactly how Collectly can work for your specific workflows and give you a clear picture of the ROI you can expect.

Book Your Demo

By submitting this form, you agree to our Privacy Policy and Terms of Service. We'll never share your information with third parties.

Thanks for contacting us!

We will be in touch with you shortly

Oops! Something went wrong while submitting the form.