AI Patient Balance Recovery

More of your revenue, in your bank account, faster

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

Friendly Dental Group
Caldwell, Bills, Petrilli & West Dentistry
Dual Image Dentistry & Orthodontics

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

•••• 4242
Paid

35%

Average increase in collection rate

60%

Reduction in cost to collect

24/7

AI-powered patient support

45%

Faster patient payments

The Problem

Sound familiar? These are the challenges dental practices face every day.

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

Jade AI

Your AI patient billing specialist,
working 24/7

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 reliable

Full knowledge of your practice

Skilled in conflict resolution

Only escalates when necessary

Respects patient preferences

HIPAA compliant and secure


How It Works

Sync your patient balances

Connect your practice management software or upload a CSV. Jade identifies outstanding patient balances and begins outreach automatically.

Jade handles patient follow-up

Personalized voice, SMS and email outreach that answers billing questions, explains insurance breakdowns, and sets up payment plans when needed.

Get paid, faster

Secure tracked payment links, real-time notifications when payments land, and a dashboard showing every dollar collected.

Before & After

See How Jade
Transforms Your Workflow

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

The Complete Toolkit for Recovering Patient Balances

Intelligent Patient Conversations

Jade understands patient balances, insurance explanations, and payment history—adapting her approach and escalating when necessary.

Multi-Channel Outreach

Reach patients on the channels they respond to via SMS, email, and voice — with intelligent timing, sequencing, and automatic follow-ups.

Digital Payments

Patients pay instantly via tracked payment links sent over SMS and email — no login, no friction, no paper checks.

Reporting & Insights

Track collection rates, patient response patterns, and revenue recovered across your entire practice in real time.

Payment Plans

Jade can offer and manage flexible payment plans for patients who need more time, keeping balances moving without write-offs.

Practice Management Integrations

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

Dr. David Petrilli

Managing Partner, Caldwell, Bills, Petrilli & West Dentistry

Ready to collect more of what you're owed?

Book a live product demo to see if Jade is right for your practice.

$45k$91k$136k$182kJanFebMarAprMayJunJulJan – Jul 2026CUMULATIVE COLLECTIONS$181,600↑ 116% vs prior period