Clinic-tuned financial engagement.
Use Copay Health AI to connect visit types, benefits, out-of-pocket exposure and AI-driven payment journeys for patients and families across pre-visit, post-visit and recovery.
Everyday care, everyday transactions.
High visit volume, mix of preventive and problem-focused care, and varied coverage rules make payments confusing. Copay Health AI clarifies expectations and modernizes payments so clinic teams can focus on access and continuity.
- Fewer surprises at check-in and check-out.
- More patients financially ready for visits.
- Fewer inbound calls about bills and benefits.
Pre-visit, Post-visit and Recovery for clinics
All three Copay Health AI modules work together to support primary care and multi-specialty workflows — from online scheduling and same-day access to post-visit collections and aging balances.
Pre-visit Module
Estimate patient responsibility for upcoming visits, share digital wallet links and confirm readiness before patients arrive at the clinic.
- AI-estimated copays and coinsurance by visit type and coverage.
- SMS/email journeys that pair appointment details with payment expectations.
- Reduced no-shows and fewer “I didn’t know there was a copay.” moments.
Post-visit Module
Resolve balances faster with AI-selected outreach and wallet-friendly payment options, without overwhelming front desks or centralized billing teams.
- Right-time nudges once claims are processed and balances are ready.
- Apple Pay, Google Pay and AI-driven payment plans for multi-visit care plans.
- Reduced calls about “what do I still owe across my visits?”.
Recovery Module
Focus on aging clinic balances that can still be resolved before bad debt, with respectful AI outreach that supports long-term patient relationships.
- Segments aging balances by risk, payer mix and household behavior.
- Offers share links so family members can support payments when needed.
- Helps avoid sending resolvable balances to collections.
What clinic leaders can expect
Outcomes will vary by organization, but primary care and multi-specialty groups typically see measurable improvements in check-in experience, collections and call volume.
Better check-in experience
More visits where financial expectations are known before patients reach the front desk.
More collected on time
More copays and patient responsibility captured at or soon after the time of service.
Fewer billing calls
20–35% fewer calls to clinic and billing teams about statements and “what is this for?”.
Faster balance closure
Faster resolution of clinic balances compared to statement-only workflows.
Support access, care teams and revenue cycle
Copay Health AI is designed to complement your existing practice management, EMR and revenue tools — not replace them. Clinic teams get fewer financial surprises and clearer next steps for each household.
Access and scheduling
Pair online scheduling and reminders with financial readiness, especially for same-day and high-demand slots.
Front desk & care teams
Spend more time on access and care coordination, with fewer tense conversations about money.
Clinic and group leaders
Use journey and payment data to understand patterns by location, provider and visit type.
Explore Copay Health AI for clinics
Walk through example journeys for primary care and multi-specialty visits, and see how Copay Health AI can modernize payments and collections for your clinics.