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Copay Health AI
Post-visit Module

Resolve more balances after the visit.

For clinics and hospital outpatient departments focused on balance resolution.

Let Copay Health AI guide patients to wallets, cards and AI-driven payment plans instead of repeated statements and calls.

Why this module

Post-visit Module focuses on balances that remain after claims, adjustments and payments. Navi chooses the right outreach, timing and channel so more patients resolve balances without manual callbacks and statement cycles.

  • Increase self-pay and residual balance collections.
  • Shorten the time from statement to payment.
  • Reduce the need for manual outbound calls and letters.
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Post-visit financial lift

These ranges reflect what organizations see when post-visit journeys support existing billing processes.

15–25% more collected

Self-pay and residual balances rise when patients see clear options and timing.

10–20% faster resolution

Balances move to paid status faster when AI selects the right time and channel.

20–35% fewer outbound calls

Patients resolve more balances digitally, so staff place fewer manual calls.

Lower statement volume

As more balances are paid digitally, print and mail costs can decline over time.

How post-visit AI works

From first statement to final payment

Copay Health AI ingests balances and status updates, then uses Navi to guide patients toward digital wallets, cards or AI-driven payment plans that fit their situation.

  1. Receives balances and aging buckets from your billing or PM system.
  2. Segments accounts based on risk, history and amount owed.
  3. Chooses the next best action: reminder, plan offer, wallet-first or callback.
  4. Sends clear, mobile-friendly outreach in English or Spanish.
  5. Updates status for billing and finance teams in your existing tools.
Balance reminder
“Your balance of $220 is ready to pay. View AI-driven payment plans or pay in full with your preferred card or digital wallet.”
Plan-focused message
“We can split your $220 balance into 3 monthly payments. Confirm your plan and pay the first installment today.”
RCM & finance friendly

Built for teams watching the numbers

Post-visit Module supports the KPIs that matter to revenue cycle and finance leaders, while giving patients better options than “one more statement.”

Bad-debt prevention focus

Surface high-risk accounts early and adjust outreach strategy before write-off.

Collections-friendly journeys

Offer respectful, structured options that keep patients out of collections.

Clear reporting

Track lift in collections, time-to-pay and outreach effectiveness over time.