AI Patient Balance Recovery
Accelerate cash flow and improve patient experiences while saving both time and money with intelligent, personalized patient balance follow-up that runs on autopilot.
Trusted by Leading Dental Providers



Bright Smile Dental
Text Message · Now
Hi Sarah, this is Jade from Bright Smile Dental. Just a quick reminder, your $341 balance from your crown procedure on April 3rd remains outstanding. You can take care of it here: brightsmile.com/81jA3. Reply with any questions!
Payment Received
Bright Smile Dental
$341.00
Crown procedure · Apr 3, 2026
35%
Average increase in collection rate
60%
Reduction in cost to collect
24/7
AI-powered patient support
45%
Faster patient payments
The Problem
Staff manually call, text, and email patients to chase balances
Paper statements delay payment and increase write-offs
Patients don't understand bills and delay payment
Billing teams spend hours answering repetitive questions
After-hours billing questions go unanswered
Patient balances age into collections unnecessarily
Meet Jade

Meet Jade
Jade reaches out to patients with the right messages, through the right channels, answering questions, handling objections, and collecting payments, all without you lifting a finger.
Friendly and empathetic
Always learning and improving
Consistent and reliableConsistent, end-to-end ownership
Full knowledge of your practice
Skilled in conflict resolution
Only escalates when necessary
Respects patient preferences
HIPAA compliant and secure
Connect your practice management software or upload a CSV. Jade identifies outstanding patient balances and begins outreach automatically.
Personalized voice, SMS and email outreach that answers billing questions, explains insurance breakdowns, and sets up payment plans when needed.
Secure tracked payment links, real-time notifications when payments land, and a dashboard showing every dollar collected.
Before & After
Before
Mail paper statements and wait weeks for a response
Staff manually call and text patients to chase balances
Billing questions fall through the cracks
Unresolved balances written off after months of follow-up
After Jade
Messages are delivered instantly via digital channels
Patients receive automated, personalized outreach based on balance and behavior
AI handles billing questions and resolves balances 24/7
Payments collected in days, not months
Staff stays focused on patient care, not chasing balances
Core Features
Jade understands patient balances, insurance explanations, and payment history—adapting her approach and escalating when necessary.
Reach patients on the channels they respond to via SMS, email, and voice — with intelligent timing, sequencing, and automatic follow-ups.
Patients pay instantly via tracked payment links sent over SMS and email — no login, no friction, no paper checks.
Track collection rates, patient response patterns, and revenue recovered across your entire practice in real time.
Jade can offer and manage flexible payment plans for patients who need more time, keeping balances moving without write-offs.
Connect directly to Dentrix, Eaglesoft, Open Dental, and more. Jade syncs balances automatically so nothing falls through the cracks.
"With all of our expenses, we can't afford to let unpaid balances slip through the cracks. With Jade, revenue recovery is on cruise control, and collections have never been higher!"

Dr. David Petrilli
Managing Partner, Caldwell, Bills, Petrilli & West Dentistry
Book a live product demo to see if Jade is right for your practice.