# Collectly AI revenue cycle automation for healthcare intake, patient billing, and payments. - Findings24: - Website: - Pricing: Freemium - Categories: Business Software ## What is Collectly? Collectly is an AI revenue cycle management platform for healthcare organizations. It connects pre-visit intake, insurance verification, cost estimation, point-of-service payments, and post-visit billing to help teams manage patient financial workflows and reduce manual follow-up. Its patient-facing AI agent, Billie, is part of the platform and uses EHR, practice management, insurance, and billing data to answer questions and help patients resolve balances. Collectly serves medical groups, health systems, billing companies, insurers, and EHR or practice management providers. ## What can Collectly do? ### Digital intake Collect digital check-ins, insurance cards, demographics, consents, and forms before appointments. Send reminders and request patient payments during intake. ### Eligibility and benefits verification Check coverage status, identify additional coverage, and determine visit-specific copays and benefits. Billie also retrieves benefits and plan documents from payer portals. ### Patient cost estimates Estimate patient responsibility using allowed amounts and coordination of benefits. Support Good Faith Estimates to communicate expected costs before care. ### Post-visit billing automation Send digital and paper statements, automate bill follow-up, and personalize outreach across SMS, email, chat, and voice to help resolve outstanding balances. ### Billie patient support Provide round-the-clock billing assistance, clarify charges, manage disputes, and escalate to staff when needed. Billie can also update contact and insurance information. ### Payment management Support front-desk payments, cards on file, AutoPay, payment plans, subscriptions, refunds, and adjustments. Patients can pay with Apple Pay and Google Pay. ## Use Cases ### Prepare patients for check-in Practice operations teams can collect intake information and verify insurance before arrival, reducing data entry and helping staff address coverage exceptions ahead of appointments. ### Collect before or at the visit Front-desk and finance teams can use estimates to set financial expectations, request digital prepayment, and capture payments and consent at checkout. ### Resolve aging patient balances Revenue cycle teams can coordinate statements, reminders, and self-service support for unpaid balances while directing staff attention to exceptions and complex disputes. ### Deliver billing services across clients Billing and RCM companies can white-label Collectly for client practices, extending automated patient billing and support across their service portfolio. ## Frequently Asked Questions ### How does Collectly connect to existing healthcare systems? Collectly lists support for 20+ EHR and practice management systems. Billie uses connected EHR, insurance, and billing records, with real-time EHR read/write capabilities. The enabled records and actions should be scoped during integration, rather than assumed identical across every supported system. ### Which languages and channels does Billie support? Billie offers multilingual patient billing support; Collectly lists 250+ languages for this agent. Its interfaces include chat, text, email, voice, and web. ### What oversight controls are available for Billie? Billie provides time-stamped interaction records, reportable audit trails, activity logs, and identity verification and access controls for sensitive billing information. ### How can an organization evaluate Collectly? Healthcare organizations can book a free personalized demo to discuss their revenue cycle priorities with the Collectly team and explore the relevant products. This is an evaluation appointment, not an ongoing free platform plan. ## Quick Facts - **Category**: Healthcare revenue cycle management - **Primary teams**: Revenue cycle, finance, practice operations, and billing services - **Workflow coverage**: Pre-visit, point of service, and post-visit - **Patient AI agent**: Billie - **Website**: https://collectly.co/