We start from your credit balance queue. After payment posting and reconciliation, we pick up every transaction where a patient's responsibility is less than what they paid and work through the full validation and refund workflow.

Every credit balance is validated against the EOB to confirm correct posting. We check for outstanding claims, pending encounters and offsetting balances across the patient's full account before any refund is initiated.

The agent identifies whether the original payment was by card, check, or cash, verifies the instrument is still valid and checks for alternative methods on file. If a card is expired, it flags the account for patient outreach.

We maintain a database of state-specific refund deadlines and penalties. The agent flags balances approaching their compliance window and ensures refunds are initiated within the required timeframe, with a full audit trail.

We're agnostic to your system of record. The agent connects to your PM, accounting system and payment processor. No code or engineering resources required on your end.

Yes. You configure daily, weekly and monthly refund caps based on your cash management needs. The agent queues validated refunds and initiates them within your thresholds automatically.

We identify these cases during validation and flag them for patient outreach. We're building a patient-facing experience to help patients update their information and receive what they're owed.