Patient Outreach & Balance Resolution

Collect the balance before it becomes a write-off.

The revenue cycle doesn't end when the claim is paid. Patients walk out owing money, and insurance pays differently than estimated. DentalRobot's agents reach out, explain the charge, resolve the exception, and collect — so balances don't quietly age into bad debt.

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Two problems, one engine

The balances that slip through the cracks

Front desks are busy and collections feel awkward, so walkout balances and insurance surprises get deferred — and deferred balances get written off. The same engine that verified the plan resolves the issues it creates.

Walkout balances

A patient leaves owing a copay, deductible, or non-covered amount. Instead of waiting on a statement run, the Outreach Agent contacts them the same day by text, email, or voice with a secure payment link — and follows up on a schedule until it's resolved.

⚠︎

Insurance exception issues

Insurance paid less than the estimate, downgraded a procedure, or denied a covered service. The Exception Agent catches the gap, decides whether to re-file, appeal, or shift it to patient responsibility, and explains the new balance clearly.

The agents

How the patient journey runs hands-free

Outreach AgentReaches walkout balances by text, email, and voice with a secure pay link, on an escalating cadence.
Exception AgentDetects underpayments, downgrades, and non-covered services, then re-files, appeals, or reassigns to the patient.
Payment AgentOffers payment plans, takes the payment, and posts it back to the PMS against the right ledger line.
Human QASteps in on sensitive collections, disputes, hardship cases, and high-dollar exceptions.
The patient journey

From walkout to resolved — automatically

01
Visit closes
Balance lands in the PMS
AI
02
Exception check
EOB vs. estimate compared
AI
03
Resolve or assign
Re-file, appeal, or to patient
AI
04
Patient outreach
Text · email · voice + pay link
AI
05
Collect
Pay now or payment plan
06
PMS write-back
Payment posted, ledger closed
Business impact

What happens when no balance goes unworked

Less bad debt

Same-day, persistent outreach collects balances while the visit is still fresh — before they age past collectability.

No awkward calls

Your front desk stops chasing money. Agents handle the outreach; staff only touch the sensitive cases.

Exceptions caught early

Underpayments and downgrades are spotted automatically, not discovered months later in an AR review.

Patients understand

Clear, plain-language explanations of why they owe — fewer disputes, higher trust, faster payment.

See it on your AR →Explore the full platform
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Stop writing off balances you could have collected.

Put walkout balances and insurance exceptions on autopilot — collected, posted, and closed.

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