Healthcare · Billing

Pre-Visit Cost Estimate & Financial Counseling Offer

Give patients an accurate estimated cost before the visit.

Apps this needs

Clearinghouse / Payer Eligibility Real-time insurance eligibility, benefits and prior-authorization status. Connect during setup
SMS Gateway Fallback text messages for reminders and links. Connect during setup
Payments / Checkout Send secure pay links and reconcile paid / overdue balances. Connect during setup

How it works

  1. Agent calculates an estimated patient responsibility from verified benefits and the fee schedule.
  2. Sends the estimate ahead of the visit, clearly noted as an estimate, not a final bill.
  3. For higher-cost estimates, proactively offers a financial counseling call.
  4. Logs engagement with counseling for revenue cycle reporting.

Data sources

Payer benefit/eligibility data Procedure fee schedule

What it targets

  • Estimates sent before high-cost visits Target 90%
  • Financial counseling uptake over threshold Target 30%