Healthcare · Billing

High-Deductible Plan Early-Year Outreach

Proactively explain high-deductible plan implications at the start of the plan year.

Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Agent identifies patients on high-deductible plans at the start of the new plan year.
  2. Sends a plain-language explanation of what to expect ahead of their next visit.
  3. Proactively offers a discussion of payment options rather than reactive.
  4. Notes engaged patients for closer financial counseling follow-up through the year.

Data sources

Payer plan-type data Billing history

What it targets

  • HDHP patients notified before plan-year visits Target 90%
  • Billing disputes from HDHP patients Target -20%