Balance - Fast and easy patient responsibility billing

Reduce cost to collect

Replace print, postage, and manual follow-up with digital workflows

Accelerate payments

Reach patients sooner with text, email, and automated reminders

Built for healthcare

Compliant with HIPAA, TCPA, and PCI security standards

Less paper, more payments.

Paper statements, portal friction, and manual outreach were built for another era. Replace slow, inefficient workflows with digital statements, automated follow-ups, and effortless payments that reach patients sooner, reduce delays, and make balances easier to resolve. Patients get a clear, mobile-friendly way to review and pay what they owe. You get a faster, more efficient workflow that improves patient A/R while reducing the cost to collect.

Fewer phone calls, faster resolution.

Give patients and billing teams a faster, more convenient way to connect by replacing phone queues and the endless games of phone tag with a direct line to text. With a unified inbox and AI-assisted replies, your team can answer questions instantly and securely, deflecting calls, eliminating voicemails, and delivering a seamless, modern support experience that accelerates payment velocity.

A flexible, modern payment experience

Balance makes it easy for patients to pay however they prefer — Apple Pay, Google Pay, HSA, major cards, or flexible installment plans. There’s no account, password, or logging into a portal required. When paying is simple, more balances are resolved faster, reducing follow-up, phone calls, and the cost to collect.

From payment to posted, automatically.

Eliminate back-office lag by auto-posting and reconciling payments directly to your billing system or EHR. Balance automatically matches payments to outstanding patient balances and can autonomously post to your ledger, keeping your A/R pristine and statements accurate.

See what's working, and what to do next.

Track patient payment velocity, campaign performance, and aging trends across every practice from a single, aggregated dashboard with real-time insights. Pinpoint exactly where patient balances are getting stuck, make proactive strategy adjustments, and bring smarter, revenue-driving recommendations to your clients.