💳 The Self-Pay Shield™

Structure Your Self-Pay Collections. Recover More with Confidence and Compassion.

Empower your team to handle post-insurance self-pay balances with professionalism and results. The Self-Pay Shield™ gives you scripts, SOPs, and proven workflows to collect more—without alienating patients.

📥 Download The Self-Pay Shield™

❗ The Reality for Most RCM Teams

You’re calling on self-pay patients… but struggling to collect:

Bad debt grows faster than follow-up
Staff avoid asking for balances or payment plans
No clear policy on when or how to escalate
Letters are outdated or legally risky
High-deductible plans flood your A/R
Missed revenue during tax season

🧠 When to Choose The Self-Pay Shield™

✅ You’re relying on luck instead of a system
✅ Your team is uncomfortable with payment requests
✅ You’re seeing rising uninsured/underinsured patient volume
✅ You’ve got aging balances and no recovery path
✅ You need compliant, patient-friendly scripts and letters

💸 The Cost of Not Acting

⚠ Increased bad debt from aging balances
⚠ Lost revenue during tax season and other payment windows
⚠ Compliance risk with payment plan terms or charity policies
⚠ Patient frustration from inconsistent communication
⚠ Team confusion about when and how to escalate

🔧 Meet The Self-Pay Shield™

The Self-Pay Shield™ is your complete post-insurance patient collections toolkit—designed for teams who want a structured, compliant, and effective approach to self-pay A/R.

📞 Includes detailed call scripting, escalation rules, and 2-step verification
📜 Letters and workflows built to meet compliance and patient empathy
📊 Tracking and reporting tools to monitor plan adherence and outcomes
🧠 Staff-ready SOPs with optional live training available

🏥 How It Helps Healthcare Leaders

📌 Standardizes the entire self-pay follow-up process
🎯 Targets the high-risk accounts before they become write-offs
📊 Builds consistent reporting across plans, calls, and collections
📣 Improves staff confidence in financial conversations
💬 Enhances patient communication while recovering more revenue

📦 What’s Included

💳 Self-Pay Shield™ – Core Toolkit – $425 One-Time

Build a Structured Self-Pay Process That Actually Works.

Everything you need to standardize your self-pay A/R—from first call to final notice. Proven scripts, policies, and tracking tools make it easy to recover more, faster.

✔ Self-Pay Eligibility Screening Workflow
✔ Discounted Fee Schedule Template
✔ Payment Plan Policy (Compliant & Flexible)
✔ Patient Communication Scripts
✔ Letter Templates (Pre/Post-Insurance + Final Notice)
✔ Tax Season Outreach Templates
✔ Self-Pay A/R Tracker
✔ 2-Step Verification SOP

📥 Download Toolkit

💳 Self-Pay Shield™ – Plus Training– $799 One-Time

Train Your Team to Recover More with Confidence and Compassion.

Everything in the Core Toolkit, plus personalized implementation and a virtual training session to help your team drive better outcomes from day one.

✔ Everything in the Toolkit
✔ Customization of Workflow Templates
✔ 60-Minute Virtual Training Session
✔ Real-World Call Scenarios
✔ Live Q&A with Best Practices
✔ Tailored Support for Uninsured/Underinsured Populations

📅 Upgrade to Full Version

✨ Results You Can Expect

📉 Lower bad debt from post-insurance self-pay
📈 Higher payment plan adoption and follow-through
💬 Better patient interactions (and fewer complaints)
🕒 Saved hours from call scripting and tracking tools
🗂 More consistent A/R reporting and payment outcomes

“Having everything from call scripts to tracking in one place changed how we operate. Patients are responding better, and staff aren’t dreading the calls anymore.”.

Alex D.

Revenue Cycle Director

🛍️ Pricing Summary

The Self-Pay Shield™ gives your revenue cycle team a complete, patient-centered system for managing uninsured, underinsured, and high-deductible accounts after insurance has processed the claim. With compliance-aligned SOPs, payment plan templates, phone scripts, letters, and tracking tools, it replaces guesswork with a structured, high-performing self-pay workflow.
From screening and communication to collections and financial assistance, your staff gets the tools they need to drive higher recovery and lower bad debt—without damaging patient trust.

💳 Self-Pay Shield™ – Core Toolkit

$425

Get the complete self-pay management toolkit with SOPs, letter templates, scripts, and tracking logs for immediate implementation.

🛍️ Get the Toolkit Only

SOPs, Letters, Scripts, Logs

💳 Self-Pay Shield™ – Plus Training

$799

Everything in the toolkit, plus custom workflow setup and a 1:1 staff training to help your team implement with confidence and consistency.

💼 Upgrade to Full Version

Zero-Risk Guarantee:

If The Self-Pay Shield™ doesn’t help your team improve collections or clarity within the first 30 days, we’ll credit your investment toward any other Shield™ product—no questions asked.

FAQ

The Self-Pay Shield™ is built for RCM leaders, billing managers, and front office teams responsible for collecting balances after insurance. It works especially well for clinics, RHCs, and small to mid-sized health centers managing high-deductible plans and uninsured balances.

Toolkit Only ($425): Includes all templates, scripts, SOPs, and tracking tools ready to implement.
Full Version ($799): Includes everything in the Toolkit plus a virtual training session and customization guidance based on your organization’s workflows and payer mix.

Yes. All templates are delivered in fully editable formats (Word, Excel). You’re encouraged to adjust language, letterhead, and workflows to match your internal policies and branding. The Full Version includes direct customization guidance.

Absolutely. The Payment Plan Policy Template and sample agreement are included and designed to meet common regulatory standards while offering clear terms for patients and staff.