# Patient Balance Collections for Medical Office Managers

> AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from athenahealth, and handles the digital payment flow — patient collections climb 40%.

- **Role:** [Medical Office Manager](https://calish.com/workflows/for/medical-office-manager/)
- **Category:** [Finance & Accounting](https://calish.com/workflows/category/finance-and-accounting/)
- **Specialty:** [Primary Care](https://calish.com/workflows/specialty/primary-care/)
- **Action:** Patient Balance Collections
- **Canonical URL:** https://calish.com/workflows/patient-balance-collections-for-medical-office-manager/

## The Problem

Patient responsibility balances for Primary Care care pile up — statements get ignored, collections agencies damage the relationship, and the practice writes it off.

## What We Build

AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from athenahealth, and handles the digital payment flow — patient collections climb 40%.

## Tools & Integrations

- athenahealth
- eClinicalWorks
- NextGen
- Phreesia
- Zapier

## How It Works

1. **Discovery call.** We map your current patient balance collections process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [athenahealth](https://calish.com/workflows/with/patient-balance-collections-for-medical-office-manager-with-athenahealth/) — Patient Balance Collections built natively in athenahealth
- [eClinicalWorks](https://calish.com/workflows/with/patient-balance-collections-for-medical-office-manager-with-eclinicalworks/) — Patient Balance Collections built natively in eClinicalWorks
- [NextGen](https://calish.com/workflows/with/patient-balance-collections-for-medical-office-manager-with-nextgen/) — Patient Balance Collections built natively in NextGen
- [Phreesia](https://calish.com/workflows/with/patient-balance-collections-for-medical-office-manager-with-phreesia/) — Patient Balance Collections built natively in Phreesia

## Related Workflows

- [New Patient Intake & Chart Prep for Medical Office Managers](https://calish.com/workflows/new-patient-intake-and-chart-prep-for-medical-office-manager/)
- [Chart Closure & Encounter Documentation for Medical Office Managers](https://calish.com/workflows/chart-closure-and-encounter-documentation-for-medical-office-manager/)
- [No-Show Reduction & Recall for Medical Office Managers](https://calish.com/workflows/no-show-reduction-and-recall-for-medical-office-manager/)
- [Rx Refill Request Processing for Medical Office Managers](https://calish.com/workflows/rx-refill-request-processing-for-medical-office-manager/)
- [Lab Result Triage & Follow-up for Medical Office Managers](https://calish.com/workflows/lab-result-triage-and-follow-up-for-medical-office-manager/)
- [HEDIS / Quality Measure Tracking for Medical Office Managers](https://calish.com/workflows/hedis-quality-measure-tracking-for-medical-office-manager/)

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