Payment Agent Analytics
How the Payment Agent will be measured
The intended record for balance follow-up: workflow statuses a practice can act on — reminders delivered, responses recorded, and questions with staff — never collection rates or revenue.
- Balances in the workflowtrending up96Accounts on an approved follow-up queue.
- Reminders deliveredtrending up178Sent on schedule, within attempt limits.
- Responses recordedtrending up63Payment intent, questions, and callbacks.
- Questions and disputes to staffsteady by designPeople decide17Never negotiated by the agent.
- Outreach stoppedsteady by designBy policy22Payment, policy, or an opt-out ends it.
- Awaiting a practice decisionsteady by design11Balances waiting on the office.
Intended reporting for a planned capability — illustrative values, not results from a live deployment. Workflow statuses only: never collected amounts, collection rates, or revenue promises.
How the record is intended to work
Product direction, not a generally available capability. Once the agent ships, every balance in the approved workflow would carry a recorded status.
- 01
The approved queue
Which accounts entered the workflow, from the list the practice would approve.
- 02
Reminders within limits
Each delivered reminder recorded against the approved schedule and attempt limits.
- 03
A status per balance
Payment intent, a question, a dispute, a callback request, and no response would each be a distinct recorded state.
- 04
Judgment with staff
Disputes, payment plans, and hardship situations would go to people — and the record would show where each stands.
What the practice should be able to review
The intended views, once the agent ships:
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Queue status
Every balance in the workflow and its current state.
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Reminder delivery
Reminders sent, within schedule and attempt limits.
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Response record
What patients said, captured as statuses.
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Staff queue
Questions and disputes waiting on the team, with context.
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Stops and opt-outs
Why each workflow ended — payment, policy, or request.
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Open decisions
Balances still waiting on the practice.
These numbers would stay honest
The planned agent's reporting is a record of a communication workflow — not a collections scoreboard. It would never report collected amounts as a performance number or promise a recovery rate.
The exact reporting fields and availability will be confirmed before launch.
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No collection metrics
No collected amounts, collection rates, or revenue figures — workflow statuses only.
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Judgment is reported, not scored
Disputes and hardship cases route to staff and are counted steady — never as a number to minimise.
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Policy stops count as outcomes
Outreach ended by payment, policy, or opt-out is a completed record, not a failure.
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No PII in marketing analytics
No patient data, health details, phone numbers, insurance IDs, or free text — ever.
Frequently Asked Questions
No. The Payment Agent is planned, and this page shows the intended reporting with illustrative values. The exact fields and availability will be confirmed before launch.