Buy the platform. Or have us run it.
Three plans. Same compliance layer. The choice is whether your team operates the receivables engine, or whether ours does it for you on a results-aligned model.
Ninety days. Prove the lift before you commit to scale.
- One campaign type (patient balance, past-due, or similar)
- Up to 25,000 accounts in pilot scope
- All four channels (voice, SMS, email, chat)
- Data quality audit and sanitization included
- HIPAA-compliant tenant with signed BAA
- Pilot dashboard with a weekly CFO report
- Launch in 14 days, pilot results in 30
You run it. Full multi-campaign, multi-channel deployment.
- Unlimited campaigns and custom playbooks
- Up to 250K accounts per month, scales linearly
- Native EMR, CRM, and CIS integrations
- Self-serve script and voice configuration
- Real-time compliance console with override
- Operations dashboard and scheduled reports
- Email and chat support, 24/7 platform SLA
- Optional add-ons. Managed compliance review. Voice tuning.
Our skip tracers and receivables team run it for you.
- Everything in Platform, plus:
- Dedicated receivables operations team
- Senior skip tracers on your portfolio
- Campaign design and script authoring
- Voice persona and tone tuning per client
- Weekly CFO recovery review
- Compliance officer on retainer
- Performance-based pricing options available
All plans include SOC 2 Type II, HIPAA-eligible tenant, signed BAA, PCI controls, US-only data residency, and 365 / 99.9% SLA. Prices in USD, billed monthly. Annual commit available with 12% discount.
What you get at each tier.
| Feature | Pilot | Platform | Managed |
|---|---|---|---|
| Channels (voice, SMS, email, chat) | |||
| HIPAA-compliant tenant with BAA | |||
| Data sanitization and verification | |||
| TCPA, FDCPA, and PUC enforcement | |||
| SOC 2 and PCI controls | |||
| Native EMR, CRM, and CIS connectors | 1 source | ||
| Campaigns | 1 type | Unlimited | Unlimited (we author) |
| Account volume per month | Up to 25K | Up to 250K, scales | Portfolio-sized |
| Script authoring | We help | You | We do |
| Voice persona tuning | Standard | Self-serve | Per-client custom |
| Compliance console and override | View-only | ||
| Weekly CFO recovery report | Configurable | ||
| Dedicated ops team | — | — | |
| Senior skip tracers on portfolio | — | — | |
| Performance-based pricing option | — | — | |
| Pilot-to-production conversion credit | 100% | N/A | 100% |
What CFOs ask before signing.
Different CFOs want different operating models. Pilot proves the lift on a single campaign before you commit. Platform is for teams with their own receivables operations who want the technology. Managed Service is for CFOs who want results without staffing a campaign team. Same compliance layer in all three. The difference is who runs the playbook.
Yes. The common path is Pilot, then Managed Service for the first quarter, then Platform once your team owns the cadence. Pilot fees credit 100 percent toward the first month of either continuing plan.
Platform pricing is account volume, channel mix (voice costs more per conversation than SMS), and integration depth. Managed Service is built around your portfolio. For a typical $50 to $150 million patient receivables portfolio, expect performance-based pricing in the 8 to 14 percent of recovery range. We quote against your actual numbers, not a list.
No surprise overage. If your monthly volume runs over plan, we call you and recommend either an upgrade or a one-time add-on. We do not flip a meter on you mid-month.
A clean 30-day result on one campaign type. Patient balance outreach on the over-60-day aging bucket is the most common. We clean the data, configure the compliance ruleset, run the campaign across voice and SMS, and produce a CFO-grade results report. You decide what comes next.
Get a quote against your actual portfolio.
Share your aging buckets and channel mix. Within 48 hours, our team will return a tailored Platform or Managed Service quote, a recovery projection, and a pilot scope.