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💡 Choose the Right Tool for Your Collections Gap
Each product below is fully standalone — no bundle required. Select based on the collection phase you’re struggling with most.
💳 Payment & Collections Tools™
Tame the Chaos. Collect With Confidence. Streamline the Back-End.
Collections don’t have to be a pain point. Whether you’re battling payer delays, patient confusion, or internal handoffs that drop the ball — this toolkit lineup helps your team clean it up and cash it in.
🛠 This collection includes:
💳 The Payment Shield™ – Front-end insurance collection strategy tools
💳 The Self-Pay Shield™ – Self-pay scripting, workflows, and estimator support
💼 The Recovery Shield™ – Retroactive balance cleanup and collections training
❗ The Reality for Most Clinics
“Our A/R is growing, but our collections team is drowning.”
You’re not alone. Common struggles include:
❌ No consistent pre-visit collection workflows
❌ Incomplete or missing patient responsibility estimates
❌ Patient confusion = delayed payments
❌ Staff avoiding financial conversations altogether
❌ Old balances slipping through the cracks with no follow-up
You can’t fix what you can’t systematize. And these tools bring that structure.
⚡ Who This Is For
✅ Billing Leads struggling to enforce consistent payment workflows
✅ Front Desk Supervisors who need scripts, tools, and confidence to collect upfront
✅ Clinic Managers facing growing A/R balances and fragmented processes
✅ Self-Pay Coordinators looking for ready-made estimates and payment plan guidance
✅ Revenue Cycle Directors planning a year-end recovery sprint or aged balance clean-up
✅ Owners & CFOs seeking to stop the leaks and preserve net collections
💸 The Cost of Not Acting
- Patient balances going uncollected
- Payers underpaying without challenge
- Increased write-offs due to poor documentation or missed follow-up
- Denials for duplicate billing or rebilled services
- Loss of trust and satisfaction from both patients and staff
You’ve earned the revenue. Let’s help you keep it.
💳 The Payment Shield™
Tighten Front-End Collection From Day One
Built for front desk staff, insurance collectors, and POS team leads. This toolkit ensures your team knows what to collect, when, and how to explain it.
📦 Two Tiers Available:
| Tier | Price | Description |
|---|---|---|
| 💳 Payment Shield™ – Core Toolkit | $425 | Pre-visit insurance verification templates, POS scripting, copay/coinsurance collector logs |
| 💳 Payment Shield™ – Plus Training | $599 | Adds staff training tools, huddle guides, and role-play scripts |
🧰 Includes sample scripts, customizable logs, estimator integration guidance, and tips for handling payer policy nuances.
👉 Explore The Payment Shield™ →
💳 The Self-Pay Shield™
Give Patients Clarity — And Confidence — to Pay
No one likes surprise bills. This tool improves transparency, trust, and timing for patient payments — from estimates to follow-up.
📦 Two Tiers Available:
| Tier | Price | Description |
|---|---|---|
| 💳 Self-Pay Shield™ – Core Toolkit | $425 | Patient estimator templates, email/text scripts, payment plan policy samples |
| 💳 Self-Pay Shield™ – Plus Training | $799 | Adds objection-handling scripts, coaching templates, and front-desk training tools |
🧰 Works for clinics, RHCs, and specialty groups. Supports real-world payment plan setup and reduces refund demands.
👉 Explore The Self-Pay Shield™ →
💼 The Recovery Shield™
Clean Up Old Balances Without Staff Burnout
Ideal for clinics facing a ballooning A/R or planning a cleanup project. Use this tool to tackle aged balances, reduce write-offs, and retrain your team for sustainable collections.
📦 Two Tiers Available:
| Tier | Price | Description |
|---|---|---|
| 💼 Recovery Shield™ – Core Cleanup | $825 | Includes A/R cleanup tracker, patient notification templates, balance aging dashboards |
| 💼 Recovery Shield™ – Plus Training | $1,074 | Adds staff training curriculum, escalation workflows, and coaching tools |
🧰 Perfect for end-of-year A/R cleanup sprints or onboarding new billing contractors.
👉 Explore The Recovery Shield™ →
🧠 Results You Can Expect
✔ Reduced aging patient balances
✔ Higher patient satisfaction from clear communication
✔ Staff trained to collect — not avoid — payment conversations
✔ Fewer write-offs, better payment plan tracking
✔ More revenue collected without outsourcing
“We finally feel in control of our collections process — without burning out the front desk.”
Stephanie M.
Billing Director
📦 Product Summary
| Product | Tiers | Starting At |
|---|---|---|
| 💳 The Payment Shield™ | 2 Tiers | $425 |
| 💳 The Self-Pay Shield™ | 2 Tiers | $425 |
| 💼 The Recovery Shield™ | 2 Tiers | $825 |
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