Healthcare · Billing

Sliding Scale / Financial Assistance Screening

Proactively screen patients who may qualify for financial assistance.

Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Agent identifies patients with high self-pay balances or income-eligibility signals via the billing system.
  2. Offers a brief, non-judgmental screening for financial assistance eligibility per the practice's published policy.
  3. Routes qualifying patients to the application process with required documentation.
  4. Confirms application completion, not just started, via follow-up.

Data sources

Financial assistance program eligibility rules Billing account status

What it targets

  • Eligible patients offered screening Target 70%
  • Screened patients completing the application Target 60%