Financial
Clearance

Integrate insurance eligibility, patient estimates, and balance resolution into the intake process with streamlined digital tools.
See How It Works

Insurance
Verification

Patient Cost
Estimates

Digital Payment
Experience

Patient-Initiated
Payment Plans

Accelerate Payment Collections Before, During, and After the Visit

As part of a comprehensive intake process, Dash® strengthens revenue cycle performance with HIPAA-compliant, HITRUST and SOC 2® certified technology—offering automated outreach, mobile-first payments, and balance resolution tracking to help your organization reduce A/R days and lower the cost to collect.

See Dash® in Action

Insurance Verification

Ensure a smoother intake experience and set the stage for timely reimbursement by confirming coverage upfront.

  • Verify insurance eligibility early to reduce denials and billing delays.

  • Surface coverage information at the point of payment to support financial conversations.

  • Minimize rework and improve revenue cycle by capturing accurate insurance details during intake.

Explore Patient Intake
patient insurance verification at intake
Patient costs estimates within Dash financial clearance

Patient Cost Estimates

Set clear financial expectations early in the intake process by providing personalized, upfront cost estimates.

  • Generate accurate estimates based on each patient’s insurance plan, benefits, and visit type.

  • Share estimates digitally so patients know their financial responsibility before arrival.

  • Reduce surprises, improve transparency, and build trust while supporting smoother collections.

Digital Payment Experience

Seamlessly extend the intake process by making it easy for patients to resolve balances anytime, from any device. 

  • Offer mobile-first checkout with no app downloads, logins, or passwords required.

  • Support secure payments using stored cards and digital wallets.

  • Enable card-on-file for simplified repeat payments.

  • Send automated balance notifications to keep patients informed and prompt timely payments.

digital patient payment experience
patient initiated payment plans with Dash financial clearance

Patient-Initiated Payment Plan

Integrate flexible payment options into the intake experience to empower patients and reduce unpaid balances without increasing staff workload.

  • Let patients set up custom payment plans independently, with no phone calls or paperwork required.

  • Define plan rules, including balance minimums and payment frequency, to align with financial policies.

  • Improve balance resolution and minimize manual follow-up with scheduled payments.

“

With Dash®, we give each patient a unique payment link via text and email, and when they click on the link it shows them all their current balances and empowers them to indicate where they want to attribute their payments.

– Christy Bailey, Vice President Revenue Operations
University Physicians Associates logo

Key Features to Drive Financial Performance

Automatically sync payments collected during intake to your existing systems, reducing errors and eliminating manual reconciliation.

Pair with patient cost estimates to collect known financial responsibility before the appointment, improving cash flow and reducing day-of-collection delays.

Offer flexible options for staff and patients to complete payments at the front desk using secure in-office terminals, seamlessly integrated with the intake process.

Offer patients the convenience of saving cards or using digital wallets before, during or after the visit for faster payments.

Access real-time insights into collections, payment status, and key financial metrics to optimize revenue cycle performance and support data-driven decisions.

See How Financial Clearance Tools Enhance Intake and Strengthen Your Revenue Cycle

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Intelligent Scheduling

Boost scheduling accuracy by matching patients with the right providers through a rules-based, guided experience.
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Seamless Messaging

Deliver better access and support with real-time chat, allowing patients to get answers and assistance quickly.
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Targeted Engagement

Personalize messaging, expedite reminders, communicate efficiently across multiple channels for a better patient experience.
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Simplified Intake

Eliminate paperwork and streamline the check-in process, reducing headaches for both patients and staff.
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