AI-Powered RCM & Patient Engagement
Automate every step of the patient financial experience — with AI agents that automate RCM workflows, improve cash flow, reduce costs, and integrate seamlessly with your EHR.
or call us: (844) 965-0880
AI-Powered RCM & Patient Engagement
Automate every step of the patient financial experience — with AI agents that automate RCM workflows, improve cash flow, reduce costs, and integrate seamlessly with your EHR.
or call us: (844) 965-0880



Average days to collect
an outstanding balance
Increase in Patient Payments
Who is Collectly for?
Private Practices,
Dental & Medical Groups
With patient responsibility increasing by 12% every year, more and more private practices, urgent care centers, and other ambulatory healthcare organizations feel the need for better ways to collect patient payments.
Collectly is an innovative tool for practices that want to demystify the medical billing process, boost patient collection rates, and improve the patient billing experience. Most importantly, your current EHR/PM practices can remain the same.

Billing & RCM
Companies
Billing companies struggle with the patient statement process for three main reasons: patients don't pay their paper bills, manual patient A/R follow-up is extremely unprofitable, and fielding a large number of calls from patients with billing questions or complaints is difficult and time-consuming.
Collectly can solve each of these issues. Billing companies can use Collectly in conjunction with multiple EHR/PM platforms, so there is no need to change software, credit card processors, or anything at your front desk.
Health Systems
& Hospitals
Hospitals and health systems face significant challenges when engaging patients to pay their bills (self-pay) and simplifying their overly complex medical bills. As hospitals operate on tight margins, it is becoming increasingly important to collect payments from patients on time and in full.
Collectly helps hospitals and health systems boost self-pay and after-insurance-responsibility engagement by more than 300%.
Insurance Companies
Health insurance companies can improve the member experience by utilizing Collectly's streamlined medical billing process. With Collectly, payments can be taken at the moment of sending an EOB, rather than relying on the traditional, often confusing medical billing process from providers.
Additionally, Collectly's interface with various EHR/PMs allows for easy, direct posting of payments into the EHRs used by providers, streamlining the process even further. By using Collectly, health insurance companies can provide a more efficient and user-friendly experience for their policyholders.
EHR/PM Software
Companies
EHR/PM software companies can improve their competitive offering by incorporating Collectly's streamlined medical billing process and user-friendly experience.
This can improve customer satisfaction, retention, and attract potential clients. Additionally, Collectly's easy-to-integrate APIs can quickly embed Collectly into the patient portal, saving EHR/PM companies time, resources, and allowing them to focus on developing core features.
Practices & Medical Groups
With patient responsibility increasing by 12% every year, more and more private practices, urgent care centers, and other ambulatory healthcare organizations feel the need for better ways to collect patient payments.
Collectly is an innovative tool for practices that want to demystify the medical billing process, boost patient collection rates, and improve the patient billing experience. Most importantly, your current EHR/PM practices can remain the same.
Billing companies struggle with the patient statement process for three main reasons: patients don't pay their paper bills, manual patient A/R follow-up is extremely unprofitable, and fielding a large number of calls from patients with billing questions or complaints is difficult and time-consuming.
Collectly can solve each of these issues. Billing companies can use Collectly in conjunction with multiple EHR/PM platforms, so there is no need to change software, credit card processors, or anything at your front desk.
Health Systems & Hospitals
Hospitals and health systems face significant challenges when engaging patients to pay their bills (self-pay) and simplifying their overly complex medical bills.
As hospitals operate on tight margins, it is becoming increasingly important to collect payments from patients on time and in full. Collectly helps hospitals and health systems boost self-pay and after-insurance-responsibility engagement by more than 300%.
Health insurance companies can improve the member experience by utilizing Collectly's streamlined medical billing process. With Collectly, payments can be taken at the moment of sending an EOB, rather than relying on the traditional, often confusing medical billing process from providers.
Additionally, Collectly's interface with various EHR/PMs allows for easy, direct posting of payments into the EHRs used by providers, streamlining the process even further. By using Collectly, health insurance companies can provide a more efficient and user-friendly experience for their policyholders.
EHR/PM Software Companies
EHR/PM software companies can improve their competitive offering by incorporating Collectly's streamlined medical billing process and user-friendly experience.
This can improve customer satisfaction, retention, and attract potential clients. Additionally, Collectly's easy-to-integrate APIs can quickly embed Collectly into the patient portal, saving EHR/PM companies time, resources, and allowing them to focus on developing core features.
All-In-One Suite
For a Transparent, Predictable, & Convenient Patient Financial Experience That Actually Gets You Paid.
Digital Check-in Experience, In-Person Payments, and Post-Service Billing Experience that’s fully automated, works for every demographic, and streamlines your in-house billing operations.
Collectly Suite
/ Comprehensive all-in-one suite consisting of three major products
Digital Check-In
Entire virtual check-in experience to accelerate cash flow & automate
front-desk ops.
Learn more
In-Person Payments
Collectly POS allows healthcare organizations to accept all kinds of modern payments and introduce smart AutoPay policies to accelerate patient cash flow.
Learn more
Post-Service Billing
Automate your entire post-service Patient A/R process from sending a statement till going through a collections process with a third-party agency.
Learn more
We are EHR/PM Agnostic
Majority of our clients use modern electronic health records / practice management software systems (EHR/PMs). We love working with any EHR/PMs.
20
+
Whether you have a web/cloud-based or on-premises software, we'll make it work.
20
+
We are EHR/PM agnostic and are happy to work with any software system.
Collectly in detail
Below you can find all the details of the Collectly Suite or Custom products we offer
Fix Your Patient Financial Experience
Medical groups & practices
RCM/Billing & EHR/PM companies
Hospital & Health Systems
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Virtual Mobile Check-In
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In-Person POS Terminals
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Billing Workflows Automation
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Unlimited text, email, automated calls
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Direct mailings
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Store Card on File with batch autocharge
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AutoPay Consent Management
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HIPAA-compliant patient messaging
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Digital Statements with integrated payments
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Online Self-served Payment Plans
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Full-Scale Patient Support Team
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Interfacing with supported EHR/PM
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Automated reconciliation workflows
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HIPAA, SOC2, HITRUST i1 Certification
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Smartphone-friendly user interface
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Secure authentication
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Self-served insurance eligibility verification
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Patient-driven entry of medical, insurance, and contact information
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Entire check-in process flow
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Medical forms management
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Consent management
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Integrated Patient Payments
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Debit/Credit cards, HSA/FSA
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Multiple bank accounts routing of a single transaction
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Automated payment allocation
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Apple Pay/Google Pay
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Store card on file with AutoPay
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AutoPay Consent Management
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Digital statements with integrated payments & support
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Customizable Billing Rules
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Billing Workflows Automation
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Unlimited text, email, automated calls
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Direct mailings
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Store card on file with AutoPay
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Full-Scale Patient Support Team
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Self-served Payment Plans
And more features / API access available by request.
Stories of our clients
What our customers say
Easy to make payments
I enjoy it, makes it easy for patients to make payments and send out reminders.
Pros: I like that patients get an invoice emailed and they are also text for bill reminders
Sonia C.
Director of Client Relations
Very up to date with the healthcare space
We are super happy with Collectly. We feel that the customer service is second to none. Any feedback we have provided, Collectly has taken seriously and has either implemented the solution or given us a workaround. I love how up to date Collectly is with the healthcare space
Abby A.
Director of Client Relations
Collectly saves us time and increases our collections
Our company manages several practices and with our PM software, we would have to send statements for each practice separately and manually which was time consuming and subject to human error. Now the process is fully automated and we Collect more of our patient A/R, faster.
Jacob Van Cleve
Director of Operations
at Nexus Healthcare Solutions
Collectly Improves Patient Collections
This software (and the team who supports it) has been an incredible element to add to our billing office. We are very pleased with our start and plan to continue using this software as our patient billing system going forward.
Gwendolyn M.
Billing Manager
Very user friendly and easy to understand
I Very easy to deal with and an easy to set up with our Eclinical Works software.
Pros: It is very user friendly and the statements that go out to our customers is much easier for them to understand.

Collectly Is Doing a Great Job for Us
Collectly has been a great asset to our practice. I'm happy we signed up.
Pros: I like that there was already an interface built with our EMR, athena.
Very easy to use, necessary information in one place
Overall, it has been a good experience. I hope to have a long and profitable relationship!
Pros: Dashboard that is very easy to use. It contains all the necessary information in one place.
