Questions to ask any Patient Payments & Billing vendor

Every vendor in this category demos well. These are the questions that separate a product that will work on your volume, payer mix, and staff from one that works in the sales deck. Take them into the demo.

1. 1

   What patient collection rate lift can you evidence at organizations with our payer and balance mix?

2. 2

   What is the effective take rate all-in: processing, platform, statements, and financing costs?

3. 3

   How do payment plans work: who carries the receivable and who owns collections risk?

4. 4

   How does the experience integrate with our EHR portal versus creating another login?

5. 5

   What happens to patients who never engage digitally: paper, phone, and escalation paths?

6. 6

   How do you handle disputes, refunds, and itemized bill requests?

7. 7

   What compliance review has your financing or payment plan product had (Reg Z, state lending laws)?

8. 8

   Can we A/B test your outreach against our current statements before committing?