For clinics
Pre-visit Module
Reduce no-shows and collect more before check-in with digital wallets and AI-driven payment plans.
- Up to 30–45% fewer no-shows in targeted clinics.
- 20–35% more copays collected before the visit.
- Less day-of billing pressure on front-desk teams.
Post-visit Module
Resolve more balances after the visit with smart outreach, wallets and plans.
- 15–25% more collected on self-pay and residual balances.
- 10–20% faster resolution from first notice to payment.
- Fewer outbound calls and repeat statements.
Recovery Module
Focus on aging balances that can still be resolved before bad debt across clinics, imaging, dental, pharmacy and other specialties.
- 10–20% reduction in bad debt over time.
- More accounts resolved digitally instead of collections.
- Respectful journeys that protect relationships.
Oncopay - Oncology Platform
Oncology-tuned financial engagement around regimens and high-cost therapies.
- Better visibility into out-of-pocket exposure per regimen.
- Support for patients, caregivers and financial navigators.
- Alignment of oncology service-line and finance goals.
Rollout
Start with callbacks or AI-driven payment plans. Expand from there.
Copay Health AI is modular on purpose. Many clients start by introducing Navi AI callbacks and AI-driven payment plans in a few clinics, then add deeper AI journeys.
Common rollout pattern
- Pilot pre-visit AI + callbacks in a high-volume clinic.
- Add post-visit AI with AI-driven payment plans and plans.
- Turn on Recovery Module to reduce write-offs.
- Layer in Oncopay for oncology programs.