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💳 The Payment Shield™
Turn patient balances into predictable revenue.
Stop Chasing Payments. Start Collecting Predictably.
The Payment Shield™ equips your team with the tools, workflows, and training to collect more patient revenue—without damaging patient relationships.
Uncollected patient balances are a growing threat to practice cash flow. Whether it’s due to unclear estimates, inconsistent follow-up, or lack of a clear process, the result is the same: lost revenue.
The Payment Shield™ gives your team a ready-to-use Patient Collections Toolkit that standardizes your process from pre-service estimates to final payment, improving recovery rates and reducing write-offs.
The Problem We Solve
- Inconsistent patient estimates leading to surprise bills
- Manual follow-up that delays payment
- No clear scripts or workflow for staff collections
- Rising patient A/R days and write-offs
- Staff discomfort with financial conversations
Our Solution: The Payment Shield™ Toolkit
A plug-and-play patient collections system built for healthcare teams:
- 📋 Patient Estimate Templates — Easy-to-complete forms for upfront transparency
- 🛠 Collections Workflow Map — Step-by-step instructions from pre-service to final bill
- 💬 Staff Script Library — Clear, empathetic language for payment conversations
- 📊 Tracking Dashboard — Monitor balances, payment plans, and overdue accounts
- 📄 Payment Plan Agreement Template — Pre-approved form for compliant payment arrangements
- 🧠 Staff Training Session — Build confidence in collections without damaging patient trust
Why It Works
✔ Standardizes Processes — Everyone follows the same proven steps
✔ Improves Patient Experience — Clear, upfront conversations reduce disputes
✔ Accelerates Cash Flow — More balances paid in fewer days
✔ Reduces Write-Offs — Fewer accounts sent to collections agencies
Who It’s For
- Clinics with high patient A/R
- Practices adding or expanding payment plan options
- Teams uncomfortable with asking for payment
- Organizations seeking predictable patient revenue
Pricing & Options
- One-Time Toolkit — $425
- Toolkit + Training Session — $599 (Recommended)
Upsell Opportunities
- ⚙️ The Performance Shield™ — Full RCM workflow optimization
- 🚀 The Growth Shield™ — Long-term oversight & revenue growth strategy
Protect Your Practice from Patient Revenue Loss
The Payment Shield™ gives your team everything they need to confidently collect more patient revenue—starting the day you implement it. Stop chasing payments and start collecting predictably.