AI system
that manages patient balances
on autopilot
Reclaimly understands what each balance needs next, explains the charge to the patient in plain language, and takes the case from visit to payment.
How it works
From “why do I owe this?” to paid.
One connection. From then on, Reclaimly works every balance for you.
We connect to your EHR
We run the entire setup end-to-end — your team doesn’t configure a thing. From here, the work is ours.
Your EHRReclaimlyConnected · we run the setup
Reclaimly reads the balance first
Visit, claim, insurance, history — Reclaimly understands what the patient owes, and why, before reaching out.
Balance #4821
- Visit
- Claim
- Insurance
- History
Understood — strategy set
Reclaimly reaches out like a person would
Plain language, on the channel each patient actually answers — text, email, or a call.
Hi Maria — here's your visit balance, explained. Take care of it whenever suits you.TextEmailCallReclaimly answers. And collects.
Patient questions get answered on the spot. Paying takes two taps — in full or on a plan, offered the moment a patient asks and sooner when the balance is large.
How would you like to take care of this?
Pay nowSet up a planDone in two taps
You see it all — and chase none of it
Every balance updates on your dashboard the moment it moves — paid, on a plan, or in progress. Nothing waits on your team.
Your dashboard
Live- Balance #4821Paid
- Balance #4796On a plan
- Balance #4750In progress
0 tasks waiting on you
Patient questions
We answer the questions your team used to handle.
All of them.
“Didn’t my insurance cover it?” “Can I split this up?” “What’s this charge for?” — patients ask Reclaimly directly, and it answers in seconds with that patient’s actual case in front of it: the visit, the claim, what insurance paid, what’s left. Your front desk stops being the billing help line.
Every answer comes from that patient’s actual record — not a script.
Reclaimly · patient thread
Asked by text, portal, or phone
AI agents
Every balance gets its own strategy
Reclaimly evaluates each balance individually and chooses the next best action — instead of running one static workflow for everyone. Timing, channel, cadence, and tone adapt to the balance and to how the patient responds.
Reclaimly works out of the box. Nothing to set up, no rules to write. If your practice has its own policies, it follows those too. Disputes and true edge cases go to your team.
Example balances · tap to explore
Balance
Small balance · first notice · patient usually pays on time
Next best action
Send a friendly text reminder now with a one-tap pay link.
Timing
Same day
Channel
Text
Cadence
Light
Tone
Friendly
Patient touchpoints
Clear at every patient touchpoint
Every touchpoint — email, text, call, portal — is built to add clarity and move the patient forward. Which ones are used, and when, depends on the balance and how the patient responds.
Email & text
Day 0The first outreach lands by email and text — the visit explained in plain language: what it cost, what insurance paid, and what’s left. No billing codes.
Balance, explainedPlain languageVisit chargeInsurance paidWhat you oweSmart follow-up
AdaptiveA reminder lands on the right channel at the right time. Prefer a printed statement? It goes out same-day.
Hi — here's a quick recap of your balance and a link to pay.Got it, thanks!Two-way calls
Inbound + outboundInbound or outbound, Reclaimly answers questions and handles pushback by voice, then confirms a next step.
Try AI CallAI billing call
Outbound · explaining a balance
Payment Portal
24/7More than a checkout: patients pay or start a plan, see a line-by-line breakdown of what they owe, and get answers to questions about their own bill — on any device, anytime.
Payment portal
Balance #4821Office visitLab workWhat you owePay in fullPayment planAsk a question about this billResolved
DoneThe balance ends paid or on a plan — and your dashboard shows every step on the way.
Balance resolved
Two-way calls
Billing calls that sound human — and resolve
Reclaimly handles real billing phone conversations end-to-end, inbound and outbound, and drives each one toward a clear resolution. Press play and follow along.
Reclaimly · billing call
Outbound · explaining a balance
Explains charges in plain language
Deductibles, copays, what insurance covered and what it didn’t — broken down without the billing jargon.
Handles real pushback, calmly
“I thought insurance covered everything,” “Can we split it up?” — inbound or outbound, it keeps the conversation moving.
Always ends with a next step
Every call closes on a payment, a plan, or a follow-up — here, a three-month plan and a secure link by text.
Knows its limits
The rare case that needs a human goes straight to your team, with full context.
Visibility & control
Your team sees everything — and steps in only when you want to. It's not a black box
Track every balance's progress, see the next action before it happens, and review what Reclaimly did and why. AI handles the day-to-day; your team keeps oversight and can step in anytime.
128
Balances in progress
41
Resolved this week
23
On payment plans
3
Flagged for review
Set the limits
Tone, timing, and how far it goes are yours to adjust — or run it on the defaults.
Step in anytime
Pause, take over, or hand a balance back — it’s always your call.
Review the exceptions
The few cases that need judgment land in your queue, context attached.
Security & compliance
Built for the way healthcare handles data
Patient billing is sensitive, so security isn't a bolt-on. Reclaimly is built to meet the bar providers are already held to — and to give your team a clear record of everything it does.
- A signed BAA is in place before any patient data moves.
- Running a security review? We walk your IT and compliance team through our posture and data handling.
HIPAA-compliant, with a BAA
Reclaimly is HIPAA-compliant medical billing software and operates under a signed Business Associate Agreement with every provider.
Encrypted in transit and at rest
Patient and billing data is encrypted end-to-end and handled inside access-controlled, monitored systems.
A full, reviewable audit trail
Every message, call, and decision Reclaimly makes is logged — your team can review exactly what happened and why.
Least-privilege by design
Access is scoped to the minimum data each agent needs to do the work, and your patients’ data is never used to train shared models.
Built to fit your workflow — and the EHR you already use
Reclaimly fits how your billing team already works and connects directly to your EHR. It's EHR-agnostic, and your team stays in control.
- We set up and run the integration end-to-end — your staff don’t change how they work.
- Have your own billing policies? Reclaimly follows them — but it doesn’t need them to work.
- Connect once and it works in the background — no portal, no manual uploads.
Works with your EHR
- + your EHR
By the numbers
More collected. Less on your team’s plate.
Across practices using Reclaimly — figures shown as ranges, not guarantees, and never tied to a single billed amount.
+20–100%
more collected from patients
depending on specialty and current RCM practices
< 2 weeks
average time to collect
down from roughly 40 days of manual follow-up
97%+
of patient cases handled without a human
your team steps in only for disputes and edge cases
All of it on your existing setup — no new headcount, no change to your EHR.
FAQ
Questions about how Reclaimly works
AI patient billing is software that uses AI agents to manage every patient balance from visit to payment — explaining charges, answering questions, following up by text, email, and phone, and taking the calls your team used to field — so providers collect more of what patients owe, with a person stepping in only for the cases that need one. Reclaimly is built specifically for this.
With the patient’s real case in front of it — the visit, the claim, what insurance paid, what’s left. Patients ask by text, portal, or phone and get a specific answer in seconds, instead of waiting for a callback from your office.
Patient engagement software helps providers communicate with patients across channels. Reclaimly is a patient engagement platform focused on the billing relationship — it explains balances, answers questions, and guides patients to payment by statement, message, portal, and phone, always in plain language.
No — Reclaimly augments your existing billing software and EHR, it does not replace them. It connects to the systems you already use and adds medical billing automation for the patient balance on top of them. It complements your RCM software and billing team rather than becoming a new system of record.
Reclaimly handles the day-to-day on its own, from day one. Your team keeps full visibility, can step in on any balance, and takes the rare dispute or edge case. It is not a black box.
Statement, text, email, patient portal, and two-way phone calls — inbound and outbound. The mix and timing adapt to each balance and how the patient responds, instead of running one fixed sequence for everyone. Paper statements go out when they help — and same-day when a patient asks for one.
Yes. Reclaimly is HIPAA-compliant medical billing software, operates under a signed BAA, encrypts data in transit and at rest, and keeps a full audit trail of every action. Your patients’ data is never used to train shared models.