
How To Recover Patient Balances Efficiently Without Manual Follow-Up
Let’s face it: Patient billing can be a hassle—for everyone involved.
As a patient, you’ve probably experienced the frustration firsthand. Weeks after your appointment, you receive a bill in the mail. You set it aside to pay later and forget. When you finally try to pay online, you’re asked to create a login, set a password, and navigate a clunky portal. Why is it so hard to just pay your bill?
If you’re a provider, you’re not saved from frustration. Your team spends hours chasing down outstanding balances, from printing and mailing statements to calling patients who haven’t paid. It’s inefficient and expensive—and it still doesn’t guarantee payment recovery.
When I was doing my rotations in med school, it seemed like the most miserable part of the staff’s day was dealing with archaic computer systems. I’d hear them complain over and over, and I remember thinking, “Somebody needs to tackle this!”
As Promptly’s founder and CEO, I’m proud to play a part in simplifying healthcare software—for staff and for patients. When we’re able to do something like automating billing, we can create more time for more direct, human connection in healthcare. And that’s what it’s all about.
Automate patient billing and free up your team
Promptly’s patient engagement software is powerful, customizable, and efficient. Our all-in-one platform integrates seamlessly with your existing practice management and electronic health record systems, giving your staff an easy-to-use solution to eliminate tedious (but critically important!) manual tasks and workflows—like billing.
Within your Promptly dashboard, you can set up the cadence and customize your messaging, and our platform can handle just about everything else: pulling payment details from your system, sending digital statements via text or email, and even running real-time insurance checks and sending patients cost estimates before they come in. Whether you need help automating pre-visit payments, payment plans, or multi-party billing, Promptly’s intuitive, flexible platform makes it simple.

With less time spent chasing payments—from manually entering financial details to mailing invoices and making follow-up calls about outstanding balances—your team can get back to delivering the exceptional experience your patients deserve.
Cut costs with digital statements and text to pay
Promptly’s automated digital features save you more than staff time. Every time a patient pays a balance digitally, you save $3 in statement costs—that’s the average printing and mailing cost to collect a balance owed.
Multiply that by the thousands of patients you serve annually, and the savings speak for themselves.
(Learn more about the average savings and ROI our clients see when they use Promptly for billing and more.)
Make payments easier for your patients—and see results
When you make it easier and more intuitive for your patients to pay, more patients pay, sooner. It’s that simple. (Your revenue cycle management flow will be happy, too!)
Promptly’s text-to-pay feature lets patients pay in seconds—no app to download, no login to create, no friction that stops them short. Just a secure link and a few taps. Payment options include credit cards and digital wallets like Google Pay and Apple Pay, making it easier than ever for people to settle up the way they prefer.

The results are real: For every balance notification message sent across the Promptly network of practices, an average of $6.84 is collected.
Real Promptly clients, real results
94.2% of texted balances collected within three months.
Utah Eye Centers
Over $4M in outstanding balances recovered in one year.
Sight Growth Partners
$570K collected via text and 3,300+ staff calls eliminated.
Medical Eye Specialists
“I was definitely skeptical about the idea of our patient demographic paying by text, but it has been an incredible addition to our practice, helping us accelerate collections while saving my staff hours of additional work.”
—Shane Allison, practice administrator of Medical Eye Specialists
In today’s fast-paced healthcare environment, fragmented systems aren’t just inconvenient—they’re costly. Promptly’s all-in-one platform offers a smarter, more streamlined way to manage the entire patient journey, saving your staff time, reducing overhead, and delivering the seamless experience your patients expect.
It’s a difference your staff—and your patients—will notice.
Ready to simplify your billing and save your staff valuable time?
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About the author
Dr. Anish Kapur is a physician and tech entrepreneur advancing healthcare through innovation. He co-founded one of the first cloud-based EMR systems for specialists and now leads Promptly Technology Inc., whose Patient Experience Suite™️ helps specialty practices streamline workflows, boost patient engagement, and accelerate revenue—all in one modern platform.

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