Pre-visit Module

Reduce no-shows and get paid before the visit.

For clinics, ambulatory groups and high-volume schedules.

Use Copay Health AI to estimate responsibility, send digital wallet links and offer AI-driven payment plans before patients arrive.

Why this module

Use AI to confirm appointments only when patients are ready to pay. Pre-visit Module estimates responsibility, sends digital wallet links and offers AI-driven payment plans before the visit ever starts.

  • Reduce last-minute cancellations and no-shows.
  • Collect more copays and balances before check-in.
  • Lower front-desk and call-center pressure on visit days.
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Impact you can see quickly

Clinics piloting pre-visit AI often start with a few locations and expand as results appear.

30–45% fewer no-shows

Patients who confirm and pay ahead of time are less likely to cancel or miss visits.

20–35% more copays pre-visit

Digital wallets and AI-driven payment plans bring more payments in before check-in.

25–40% fewer day-of billing calls

Clear estimates reduce last-minute “what do I owe?” calls.

Happier front-desk teams

Less time spent chasing payments and explaining estimates at the check-in window.

How pre-visit AI works

From schedule to payment in a few steps

Navi AI reads schedules and responsibility estimates, then designs the right journey for each patient, including language, timing and whether to offer AI-driven payment plans.

  1. Pulls schedule, patient contact details and estimated responsibility.
  2. Chooses timing and channel — SMS, email or both.
  3. Offers pay-in-full, digital wallet options and AI-driven payment plans.
  4. Captures payment securely without logins or apps.
  5. Posts status so staff see who is ready for the visit.
SMS example (English)
“Your visit tomorrow with Dr. Lee has an estimated $60 patient responsibility. Pay now with Apple Pay or view AI-driven payment plans.”
SMS example (Spanish)
“Su visita mañana con el Dr. Lee tiene un costo estimado de $60. Puede pagar ahora con Apple Pay o ver planes de pago recomendados por IA.”
Designed for clinics

Start with one service line

Many organizations begin by activating pre-visit AI for a single clinic, modality or oncology program, then roll out to the rest of the enterprise.

Target high-no-show clinics

Focus first on locations with the most day-of cancellations or late arrivals.

Align with scheduling rules

Respect existing reschedule and cancellation windows while nudging payment.

Measure and expand

Track no-show rates, pre-visit collections and staff feedback before expanding.