Custom AI agent · Finance
AI Accounts Receivable Follow-Up Agent for Chiropractic Offices
Keep patient statements and payer remittances in the right review queue.
Organize patient balances and payer remittances with account-level context for billing staff review.
- Match open statements to posted charges, service references and recorded payments
- Keep patient balances separate from payer remittances and adjustments
- Route denials, short payments and missing remittance details for staff review
Starting at $300 USD/month
Starting price is $300 USD/month for a tailored solution. The proposal defines the workflow, included practice locations and systems, deliverables and payment terms. Integrations, usage, hosting and ongoing support are scoped separately before work begins.
What is an AI accounts receivable follow-up agent for chiropractic offices?
An AI accounts receivable follow-up agent for chiropractic offices helps billing teams organize patient statement balances and payer-side receivables using the office’s approved practice-management and accounting records. It can bring together the account reference, service date, claim or invoice status, posted payments, available remittance details, authorized payment-plan terms and prior billing notes in a review queue. Patient responsibility stays distinct from insurer remittances, adjustments and unresolved claim balances so staff can verify the source before contacting anyone. The workflow can route a recorded denial, short payment or missing explanation of benefits to a billing reviewer; it does not interpret coverage, coding or medical necessity. Tranki scopes integrations and data access with the practice, using only approved operational fields needed for each workflow. Staff verifies the amount and communication preference before a patient statement or payer follow-up.
Patient and payer balances for billing review
Match statements to posted account activity
Organize approved patient-account references, service dates, posted charges, payments and statement status so billing staff can review the open balance in context.
Separate payer and patient responsibility
Keep recorded remittances, adjustments and patient statement balances in distinct queues, using the office’s posted accounting and adjudication records.
Route claim-payment exceptions
Flag recorded denials, short payments, unmatched remittances or missing explanation-of-benefits details for a qualified billing employee to review.
Prepare reviewed billing follow-ups
Draft a patient statement reminder or payer status request from approved templates and contact preferences, then require staff approval before sending.
Where it can help
A patient balance remains after a remittance posts
Match the posted payer response and account ledger to the statement balance, then route any mismatch for billing review before a patient receives a follow-up.
A payer remittance is short or missing
Collect the claim reference, recorded payment and available remittance status in one work item and assign it to the billing employee responsible for payer follow-up.
An aging statement needs a staff-approved reminder
Use the office’s documented aging rule and contact preference to prepare a respectful draft, then hold it for an authorized employee to verify the balance and approve.
How it works
A step-by-step workflow your team can review before launch.
Scope approved billing and accounting sources
Connect only the practice-management, remittance and accounting records authorized for the workflow, with operational fields selected for the task.
Match posted charges, payments and remittances
Organize patient statements separately from payer balances using account, claim or invoice references and the office’s recorded transaction status.
Route exceptions to billing staff
Flag unmatched payments, recorded denials, short remittances, missing EOB details and account discrepancies for the appropriate reviewer.
Review, approve and record follow-up
A qualified employee confirms the balance, source records and contact preference, approves any communication and records the outcome in the system of record.
Built around your business
What we configure
- Practice-management, billing, remittance and accounting systems included in scope
- Account, claim, invoice, payer and service-date references used by the office
- Office-approved aging thresholds, payment-plan rules and statement cadence
- Role-based access and minimum-data fields needed for each billing task
- Approved patient and payer templates, contact preferences and escalation ownership
What we need from you
- A current source for posted charges, adjustments and recorded payments
- Available payer remittance or claim-status records for workflows that use them
- Reliable account and claim references for matching office and payer records
- Approved staff roles, data-access rules and patient communication preferences
- A billing reviewer to resolve coverage, coding, denial and balance questions
Clear boundaries before launch
What it will not do
The agent organizes billing records and prepares staff-reviewed follow-ups. It does not diagnose or recommend treatment, select procedure or diagnosis codes, determine medical necessity, coverage, benefits or patient responsibility, interpret an insurer’s policy, submit or appeal a claim, change a clinical or billing record, process a payment card, issue a refund or write-off, or contact a patient or payer without approved human review. The practice’s qualified staff confirms the source records, amount, applicable billing rules and communication preference before action. Any integration and data access must be separately scoped and approved by the practice.
How success is measured
Track time spent matching posted charges to payments, patient and payer balances with a named billing owner, unmatched remittances routed for review, statement drafts corrected by staff and duplicate-contact prevention. Sample account and claim references, source status, amount, approval history and contact preference; review payer balances separately from patient statements.
Frequently asked questions
What does an accounts receivable agent do for a chiropractic office?
It organizes posted patient balances and payer remittances, routes billing exceptions and prepares follow-up drafts for qualified staff to review.
Can it determine what insurance covers?
No. It can organize payer statuses and remittance details already present in approved records, but coverage, benefits and patient responsibility decisions remain with the payer and practice staff.
Can it review a denied or short-paid claim?
It can collect the recorded claim reference, remittance status and payment details for a billing reviewer. It does not interpret coding rules, decide medical necessity or submit an appeal.
Can it prepare patient statement reminders?
Yes, a tailored workflow can draft reminders using the office’s approved aging rules and contact preferences. A staff member verifies the balance and approves the message before sending.
How is patient information handled?
The practice and Tranki must scope authorized systems, access roles and the operational fields needed for the workflow. The agent does not independently establish the practice’s privacy or security compliance.
Will it collect a payment or issue a refund?
No. Payment processing, refunds, credits and write-offs remain with authorized practice staff and the systems they control.
What does the $300/month starting price include?
Tranki solutions start at $300 USD/month. The proposal defines the tailored scope and payment terms; integrations, usage, hosting and ongoing support may be scoped separately.
