Patient Billing Phase
Collecting patient balances without destroying trust. Clear statements, intelligent payment plans, and compliant collection workflows that protect the patient relationship.
Patient Collections That Are Accurate, Compliant, and Human
Patient billing is the most sensitive phase of the revenue cycle. Patients who receive confusing or inaccurate statements delay or refuse payment - and incorrect billing exposes organizations to compliance risk. Factum produces itemized, transparent statements and automates follow-up while keeping every communication HIPAA and FDCPA compliant.
Accurate Responsibility Calculation
Patient balances are calculated only after all payer payments, contractual adjustments, and applicable discounts have been applied - ensuring patients are never billed more than they legally owe.
Itemized Statement Generation
The platform generates plain-language, itemized statements showing what was billed, what insurance paid, and what the patient owes - in language that eliminates confusion and reduces inbound inquiry volume.
Payment Plan Management
For high-balance accounts, the platform offers automated payment plan structuring based on balance amount and patient financial data - increasing collection rates while reducing bad debt write-offs.
Sovereign Patient Billing & Self-Service Portal Sandbox
Adjust active portfolios and toggle automated payment plans on the left to watch the patient portal dynamically update on the right - with live collection rate and inquiry deflection metrics at the top.
Patient Collection Rate Improvement
Current rate: 63.3% across 1,500 portfolios
Admin Phone Inquiries Reduced
Patients resolving balances without a phone call to billing staff
Billing Administrator Dashboard
Factum Revenue Cycle - Patient Collections Module
Outstanding Patient Portfolios
1,500active
Total A/R Exposure
$635K
Est. Collectable
$402K
Automated Payment Plans
Portal Self-Service Outcomes
Factum Patient Portal
Good morning, Sarah M.
Account
#PT-2024-08841
Your Balance Due
$423.00
Statement Date: June 15, 2026 · Due: July 15, 2026
Itemized Statement
Hospital Facility Fee
CPT 99284
Emergency Physician Services
CPT 99283
Lab - Comprehensive Metabolic
CPT 80053
Radiology - Chest X-Ray 2-View
CPT 71046
Payment Method
Actionable Worklists | The "How" of Patient Billing
Patient billing operations are driven by intelligent queues that segment accounts by balance age, payment behavior, and collection strategy.
Statement Cycle Queue – Automated Patient Statement Delivery
Accounts with finalized patient balances enter the Statement Cycle Queue, where the platform generates and delivers itemized statements via the patient's preferred channel - mail, email, or patient portal.
Trigger Action:
Statement delivery is tracked and confirmed. Undelivered statements automatically trigger an alternate delivery attempt. Accounts with no response after the first cycle advance to the follow-up queue.
Follow-Up Queue – Escalating Non-Responsive Accounts
Accounts that have not responded to initial statements are segmented by balance amount and days outstanding, then assigned to the appropriate follow-up strategy - automated reminder, outbound call, or financial counseling referral.
Trigger Action:
High-balance accounts above the configured threshold are automatically escalated to a staff-worked queue for personalized outreach, while smaller balances continue through automated follow-up cycles.
Financial Assistance Queue – Screening for Charity and Hardship
Patients who express inability to pay are routed to the Financial Assistance Queue, where the platform screens for charity care eligibility, Medicaid qualification, and payment plan options.
Trigger Action:
Approved charity or hardship applications automatically adjust the patient balance and update account status - ensuring compliant resolution without collection escalation.
Integrated Technology | How Patient Billing Is Powered
Patient Payment Portal
Patients access a secure, branded portal to view itemized statements, make one-time payments, enroll in payment plans, and submit financial assistance applications - reducing inbound call volume significantly.
The portal is fully mobile-optimized and integrates with the platform's communication engine, sending payment reminders and receipts automatically with no staff intervention required.
Compliance Controls
Every patient communication is governed by configurable HIPAA and FDCPA compliance rules - controlling contact frequency, required disclosures, and prohibited collection language.
The platform maintains a full audit log of all patient communications, payment activity, and account decisions - providing defensible documentation for any compliance inquiry or patient dispute.
The Transition | From Patient Billing to Reporting
Once a patient account reaches final resolution - through payment in full, payment plan completion, charity write-off, or bad debt transfer - the complete account data feeds the Reporting phase, where outcome metrics are calculated and operational improvements are identified.
Automatic Trigger |
Account closure triggers a final balance reconciliation and routes all outcome data to the analytics engine, updating collection rate metrics, bad debt ratios, and days-in-AR calculations in real time.