Custom AI agent · Finance
AI Accounts Receivable Follow-Up Agent for Occupational Therapy Clinics
Keep therapy visit billing, payer follow-up and patient balances in sync.
Coordinate visit-based claims, payer responses and patient balances for occupational therapy billing teams.
- Link visit and authorization records to claims, remittances and patient balances for staff review.
- Spot unpaid claims, denials awaiting action and payer responses that need follow-up.
- Prepare concise, source-linked outreach and work queues for the billing team.
Starting at $300 USD/month
Starting price for a tailored solution. Final proposal defines scope, deliverables and payment terms. Additional integrations, usage, hosting and ongoing support are scoped and priced before work begins.
What is an AI accounts receivable follow-up agent for occupational therapy clinics?
Occupational therapy practices manage recurring visits, authorizations, payer rules, claim submissions, remittances and patient balances across clinical and billing systems. This tailored AI agent organizes receivable follow-up around the visit, authorized service period, payer response and billing record, helping staff see which items are waiting on documentation, correction, payer response or internal review. It can summarize claim history and prepare a follow-up draft with source references. Billing professionals retain control of coding, medical necessity determinations, claim corrections, write-offs and all communications. The workflow should use only the minimum necessary data and exclude therapy notes unless specifically required and approved.
Focused follow-up for therapy billing
Connect visits and billing records
Relate approved visit identifiers and authorization periods to claim status, remittance and outstanding balance.
Organize payer responses
Summarize denial or pending reasons from source records and route each item to the right billing queue.
Track patient balances
Separate payer responsibility from patient responsibility using verified remittance and billing records.
Prepare documented follow-up
Draft a payer or patient billing inquiry for authorized staff review with dates and source references.
Where it can help
Claim awaiting payer response
Show filing date, payer, claim reference and follow-up window so staff can prioritize aged items.
Authorization period mismatch
Flag a billing record whose dates appear outside the linked authorization period for human verification.
Remittance needs reconciliation
Compare payer response and expected reimbursement with the open claim and route uncertain differences.
Patient balance follow-up
Prepare a clear, policy-aligned balance review after payer responsibility has been checked.
How it works
A step-by-step workflow your team can review before launch.
Connect approved billing sources
Select the practice management, billing and remittance records allowed for the workflow.
Link visit and authorization context
Relate service dates and authorization windows to claim and payment status.
Sort exceptions into queues
Group pending payer responses, documentation needs, denials and balance questions for staff.
Review before action
A qualified staff member approves coding decisions, corrections, write-offs and external messages.
Built around your business
What we configure
- Payer groups, service-line queues and aging rules
- Authorization fields, escalation roles and approved payer workflows
- Practice management, clearinghouse and accounting integrations
What we need from you
- Current billing ledger, claim and remittance status
- Authorization dates where relevant, payer contact history and clinic policies
- Named reviewers; minimum necessary data, excluding therapy notes and unnecessary clinical details
Clear boundaries before launch
What it will not do
The agent does not diagnose, recommend treatment, determine medical necessity, select or certify billing codes, submit or amend claims without review, interpret coverage as a final decision, issue refunds, write off balances or send patient or payer communications without authorized approval.
How success is measured
Track claim follow-up time, aging by payer, exception resolution, remittances matched to claims, authorization issues routed and staff-approved outreach. Review access logs, data minimization and applicable clinic privacy controls.
Frequently asked questions
What does this agent do for occupational therapy clinics?
It organizes claim and balance follow-up around visits, authorization periods, payer responses and remittances for billing staff review.
Can it submit or correct insurance claims?
It can prepare a work item or draft for review. Authorized billing staff control claim submission, coding and corrections.
Does it need therapy notes?
The workflow is designed to use minimum necessary billing data and avoid therapy notes unless specifically required and approved.
Can it decide medical necessity or coverage?
No. Clinical and coverage determinations remain with qualified people and the payer.
Can it contact patients or insurance payers?
It can prepare a source-linked draft, but staff must review and authorize any external message.
Which systems can it connect to?
The tailored scope may connect approved practice management, billing, clearinghouse and accounting systems after access review.
What is the starting price?
Tailored projects start at $300/month. Final pricing depends on scope, integrations, usage, hosting and ongoing support.
