Collections That
Run Themselves.
Automated outreach. Embedded payments. Zero manual posting. Get paid faster while your team does less.
Your Front Desk Wasn't Hired to Chase Money.
The Follow-Up Treadmill
Print statement. Call patient. Leave voicemail. Repeat. It's an endless cycle that burns out staff.
Double-Entry Nightmare
Payment in. Post to PMS. Post to QuickBooks. Pray they match. One typo creates hours of work.
Patients Want Options
They'd pay if they could — but your checkout is stuck in 2005. No Apple Pay, no plans, no ease.
From Manual Chaos to
Automated Clarity
See the dramatic difference automation makes in your daily collections workflow.
Manual Collections
The way you're probably doing it now
Step 1: Export Reports
Log into PMS → Run A/R aging report → Export to Excel → Clean up formatting → Manually sort by age/amount
Step 2: Make Calls
Call each patient → Leave voicemails (most don't answer) → Follow up emails → Track who you called in spreadsheet
Step 3: Process Payments
Take payment over phone → Manually enter in PMS → Create receipt → Email receipt → Update spreadsheet
Step 4: Reconcile
Manually reconcile PMS to QuickBooks → Match bank deposits → Fix discrepancies → Month-end close
ScoutIQ Automation
The way it should be
Step 1: Auto-Trigger
AI automatically identifies accounts meeting your criteria → Segments by balance/age → Triggers appropriate workflow
Step 2: Auto-Send
Personalized SMS/email sent automatically → One-click payment link included → Tracks opens/clicks → Escalates if no response
Step 3: Auto-Payment
Patient pays from phone (30 seconds) → Receipt auto-sent → Payment auto-posted to PMS → Dashboard updated
Step 4: Auto-Reconcile
PMS, QuickBooks, and bank automatically synced → Journal entries auto-posted → Real-time reconciliation
Your Rules. Every Channel. Zero Babysitting.
Configure once. ScoutIQ executes automatically via email, SMS, and letters.
Auto-Outreach Engagement Settings
Configure how and when your patients receive billing reminders
Start Billing Outreach Rules
Automatically schedule patients for billing outreach if...
Ongoing Engagement Rules
Send reminders, until payment is received, every...
Send reminders via email with payment links and detailed information
Send quick text message reminders with payment links for immediate action
Send formal physical letters for more serious or final notices
Turn Large Balances Into Paid Balances.
Offer flexible payment plans and BNPL. No awkward phone negotiations.
Internal Payment Plans
Split balances into monthly installments. 0% Interest.
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You get paid immediately. Patient pays over time.
One Ledger. Automated.
Whether payment happens on a terminal in the office or on a phone at home, ScoutIQ automatically reconciles it to your PMS and Accounting software.
Auto-Reconciliation
Matches payment to patient ID & writes back to ledger instantly.
Your Brand. Their Convenience.
Patients see YOUR practice — not a third party. Fully white-labeled mobile payments that build trust.
Total Brand Control
Customize colors, logos, and messaging to match your practice identity.
No apps to download. Works instantly on any device via secure link.
See Everything. Collect Everything.
Real-time visibility into every dollar owed and every payment collected.
Receivables Breakdown
Payments vs Total Balance
Payment In. Everywhere Updated. Instantly.
When a patient pays, ScoutIQ posts to your PMS AND accounting software. Zero manual entry.