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Billing Inquiries & Copay Collection

Insurance & Billing
Cevi AI Agents Workflows Background
Real-Time SyncMulti-PayerError Prevention

Automated Copay Collection & Billing Support

Automate patient billing communications and streamline copay collection before and during visits.

148+
Integrations
6
Connected Agents
24/7
Availability

Start for Free

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

How Billing Inquiries & Copay Collection Works

1
48 hours before appointment, AI calculates estimated patient responsibility
2
Patient receives SMS: 'Your estimated copay for Thursday's visit is $30. Pay now to skip the checkout line.' with secure payment link
3
Patient pays via link — payment recorded in billing system
4
Day of visit: front desk sees pre-paid status, no checkout delay
If patient has outstanding balance, gentle reminder included in message
1
Patient texts: 'I got a bill for $450, why wasn't this covered?'
2
AI retrieves claim details, EOB, and insurance processing notes
3
Agent explains: 'This charge was applied to your $500 annual deductible. Your insurance will cover 80% after you meet this deductible.'
4
Patient asks about payment plan options
AI offers available plans and enrolls patient upon agreement

Integration capabilities

Cevi can read 7 data types and write 5 data types for Billing Inquiries & Copay Collection

Patient account balances
read
claim history
read
EOB data
read
payment history
read
copay amounts
read
deductible status
read
payment plan details
read
Payment records
write
payment plan enrollment
write
balance adjustments
write
billing inquiry logs
write
payment link deliveries
write

Join hundreds of medical practices automating their operational workflows with Cevi

Join hundreds of medical practices automating their operational workflows with Cevi

Start for Free

Works with 148+ integrations

Billing Inquiries & Copay Collection connects to your existing EHR, scheduling, billing, and communication tools

AdvancedMD
AdvancedMD
EHR & Practice Management
Athenahealth
Athenahealth
EHR & Practice Management
Canvas Medical
Canvas Medical
EHR & Practice Management
Cerbo
Cerbo
EHR & Practice Management
Charm EMR
Charm EMR
EHR & Practice Management
Cliniko
Cliniko
EHR & Practice Management
DrChrono
DrChrono
EHR & Practice Management
Elation
Elation
EHR & Practice Management
Epic Systems
Epic Systems
EHR & Practice Management
Healthie
Healthie
EHR & Practice Management
ModMed
ModMed
EHR & Practice Management
Nextech
Nextech
EHR & Practice Management
OpenEMR
OpenEMR
EHR & Practice Management
Practice EHR
Practice EHR
EHR & Practice Management
Ritten
Ritten
EHR & Practice Management
Welkin Health
Welkin Health
EHR & Practice Management
Zenoti EMR
Zenoti EMR
EHR & Practice Management
eClinicalWorks
eClinicalWorks
EHR & Practice Management
Alleva
Alleva
EHR & Practice Management
BestNotes
BestNotes
EHR & Practice Management
CentralReach
CentralReach
EHR & Practice Management
CureMD
CureMD
EHR & Practice Management
Healow
Healow
EHR & Practice Management
Jane
Jane
EHR & Practice Management

Build your Billing Inquiries & Copay Collection automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

Frequently asked questions about Billing Inquiries & Copay Collection

Credit/debit cards, ACH bank transfers, HSA/FSA cards, and Apple/Google Pay through Stripe, Square, Collectly, and Rectangle Health.
Yes. The AI can offer pre-configured payment plan options based on balance amount and practice policy, and enroll patients automatically.

Connected agents & workflows

this workflow connects to 6 other Cevi agents for end-to-end automation

Ready to automate your practice?

BAA on all plans
SOC2 Type II security
HIPAA compliant
99.9% uptime SLA
HIPAACOMPLIANT
SOC 2TYPE II
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