Upfront

Drive revenue, efficiency with a proactive in-office billing approach

Healthcare practices miss opportunities to set patient collections up for success in office, often due to manual workflows and complex systems that cause delays in payments. Inbox Health Upfront simplifies the in-office workflow and automates the patient payment journey, ensuring fast balance resolution.

Increase revenue and reduce costs

Charge future balances automatically and send fewer statements by saving cards on file – with patient approval – resulting in a higher patient collection rate and reducing missed or delayed payments.

Improve payment speeds by collecting at point of service

Patients settle their balance in seconds at the front desk with an intuitive smart card reader – no separate portal, login, or manual entry.

Save time with one unified platform

Eliminate manual processes and free up staff time with point-of-service payments that integrate with your practice management system and keep pre-and-post visit patient collections in one platform.

How it works

Front Desk

Staff quickly locate and verify patient information:

Search patient record
Verify patient identity and review balance details

Patient Interaction

A smooth, transparent payment experience:

Review payment: Card reader clearly displays balance
Save card on file: Patient opts in to securely store payment method for future balances
Secure transaction: Payment is processed and posted instantly to your practice management system

Post Adjudication

Automation continues after the visit:

Card on file: Future balances are automatically charged and processed, speeding collections
No card on file: Patient begins automated billing cycle based on their communication preferences

First impressions matter in healthcare, and our front desk sets the tone for the entire visit. Since implementing Upfront, check-in feels calm and organized, patients are able to settle their balances without confusion, and the ability to save cards on file has dramatically improved our collection rate. Upfront has been a win for our patients, our team, and our bottom line.

Erin Rockett, President

Precise Practice Management

Real results from billing teams like you:

30 seconds to complete payment in office
X% increase in patient collection revenue
77% reduction in statements sent, resulting in cost savings for billing teams
90% of patients opt-in to saving card on file and autocharging for future payments

Everything you need from your medical billing software

AI Support Assistant

24/7 AI assistants provide fast, empathetic billing support and answers.

Real-time Chat

Solve issues fast, in a HIPAA-compliant secure environment.

Checkout

Process payments at time of visit, onsite or remote.

Patient Portal

Secure, online access to messages and statements.

Automated Billing Cycles

Reach patients on the right channel, at the right time, with the right message.

Analytics

Revenue tracking, reporting features, QA tools and Practice metrics.

Biller Dashboard

Optimize your workflow with all the information you need to take action, in one place.

IVR

Accept payments effortlessly over an automated phone system.

Patient Statements

Increase patient collections with clear and concise statements.

Is your in-office payment process, Upfront, HIPAA compliant?

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Yes

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Can storing a card on file be made mandatory for patients?

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Yes, you can configure settings to require patients to store a card on file or make it optional. You can also require auto-charge agreements while still allowing patients to opt out of saving their card.

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How often does the card reader update patient data?

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The card reader syncs with Inbox Health in real time. If a payment record is created or updated in Inbox Health, it will be reflected in the card reader system.

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What happens if a patient’s stored card expires?

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If a stored card expires, the system will notify the patient to update their payment method. If the charge is unsuccessful, the patient will automatically begin an Inbox Health billing cycle to collect payment.

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What are the benefits of collecting patient payment upfront?

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Collecting patient payments in-office and saving cards on file result in faster cash flow, higher collection rates, reduced delays in payment, improved staff efficiency, and a better patient experience. About [XX]% of patients opt to save cards on file, allowing for automated future patient collections without additional outreach.

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