Concierge AI Business Solutions

Payment Recovery Agent

Put your practice's AR on autopilot.

Payment Recovery Agent is your AI AR employee — built to help medical practices recover patient balances, follow up on payers, and keep every action organized, reviewed, and logged.

Built for medical practices, dental offices, med spas, chiropractic clinics, and specialty groups that need cleaner AR workflows — without adding another full-time hire.

Meet your newest team member

  • Your AI AR employee starts each morning with the accounts that need attention.
  • It prepares follow-ups, flags sensitive cases, and keeps staff in control.
  • It helps your team recover revenue without adding another full-time hire.

Enter your practice workspace

Create your practice workspace or sign in to continue. New workspaces open with a sample queue until onboarding is complete.

New here? The same button creates your workspace. You'll start in a sample practice workspace — no patient information required.

What your AI AR employee handles

Patient balance follow-up

Works overdue patient balances on a schedule your practice approves, with patient-friendly wording.

Conversations in one place

Every SMS, email, and patient reply lives in one thread per patient, with drafts waiting for staff approval.

Insurance and payment context

Knows when a balance is true patient responsibility versus an insurance claim issue — so the wrong person never gets pressured.

Staff review for sensitive cases

Hardship, disputes, and insurance confusion are routed to your team — never automated.

Audit trail for every action

Everything your AI employee or your staff does is logged, so you always know what happened and why.

KPI visibility

Month and year-to-date collections, outstanding AR, DSO, and exactly how much your AI employee recovered.

How it works

  1. 1

    Connect your practice workspace

    Create your workspace in minutes — no IT project required.

  2. 2

    Bring in your AR data

    Import balances and claims from a simple CSV export of your billing system.

  3. 3

    Your AI employee prioritizes accounts

    Every morning it ranks what's most worth working: overdue balances, denials, underpayments.

  4. 4

    Staff reviews sensitive actions

    Your team approves reminders and handles the cases that need a human touch.

  5. 5

    Approved follow-ups are logged and tracked

    Every reminder, call script, and decision lands in an organized history.

Built for control, not chaos

Recovering revenue in healthcare requires care. Your AI employee works inside guardrails your practice controls — and nothing patient-facing goes live until your setup is approved.

  • No live patient messages until your practice's compliance setup is complete and approved
  • Human review required for hardship, dispute, and insurance-confusion cases
  • A full activity log for every action — automated or human
  • Practice-specific onboarding with a dedicated setup checklist
  • Messaging stays locked until your practice approves it
© 2026 Concierge AI Business Solutions · Payment Recovery Agent