Confirm the balance
Check payer adjudication, secondary coverage, payments, and adjustments before a patient balance moves to statements.
Service 09 / 09
Patient billing
After payer adjudication, the remaining balance needs the same care as the rest of the claim. FERO supports statement readiness, balance review, and patient inquiry routing.
Balance reviewStatementsPatient inquiries
The challenge
Details matter. So does momentum.
An unclear adjustment, pending secondary claim, or unapplied payment can create a confusing bill and more work for patients and staff.
Make the patient balance handoff accurate, understandable, and connected to the payer record.
Where robot workers fit
A defined job for every step.
Tasks are mapped to the systems and controls in your environment. People review exceptions and remain accountable for decisions.
Prepare clear follow-up
Keep statement status, inquiry notes, and next actions together so staff can answer questions with the claim context in view.
Route disputes
Send coverage questions, payment issues, and financial assistance requests to the right practice owner.
Operational blueprint
What goes in. What comes back.
A useful worker has known inputs, an exception path, and measures that reveal whether the process is helping.
Inputs to connect
- Payer remittance and patient responsibility
- Secondary claim status
- Patient payments and adjustments
- Practice billing policies
Send to a person
- Disputed responsibility
- Financial assistance or payment arrangement
- Refund or credit balance
Measures to watch
- Statements held for review
- Patient inquiry resolution time
- Unapplied patient payments
A case in the queue
A primary ERA leaves a patient balance while a secondary claim remains pending. The worker holds the account for review instead of sending an incomplete statement.
The human role
Judgment stays with your team.
Practice staff handle patient conversations, financial policies, disputes, and sensitive balance decisions.
The intended result
More room for the work that counts.
The goal is a clearer patient billing experience and fewer avoidable account corrections.
Start with a conversation
Let's talk about patient billing.
Tell us where work gets stuck. We will explore the process, the people involved, and where robot workers can make a useful difference.