Challenges
Solution
Results
A multi-location occupational medicine provider operating approximately 44 sites depends on a complex ecosystem of third-party vendors to support billing, eligibility, and revenue cycle operations.
In February 2024, a large-scale cyberattack against a major healthcare technology vendor caused nationwide disruptions across the healthcare system. Claims processing delays, eligibility interruptions, and operational downtime affected providers at scale.
The event highlighted how dependent healthcare organizations are on mission-critical third-party vendors — and how devastating those disruptions can be.
In response, this organization began reassessing operational risk and financial exposure. One area quickly surfaced as a concern: patient balances.
At the time, the organization had no formal patient statement or collections process and limited visibility into the accuracy of its outstanding patient AR.
The organization faced several compounding issues:
Large outstanding balances
More than $160,000 in unpaid patient balances.
No collection workflow
No standardized process for generating and sending patient statements or reminders.
Data quality concerns
Leadership suspected many balances were inaccurate, outdated, or duplicated.
Resource constraints
Building an internal collections workflow would require staff time, new tools, and operational overhead — potentially costing more than the balances themselves.
The organization needed a simple, affordable way to both validate balances and begin collecting without adding internal burden.
The organization partnered with Etactics and implemented intelliStatement, using fully automated physical printed and mailed statement campaigns.
Patient balance files were securely uploaded, and Etactics handled statement production, printing, and mailing on a recurring basis.
During initial onboarding, Etactics helped uncover that a significant portion of balances in the first file were incorrect or outdated. Etactics worked with the organization to review the data and trace issues back to their practice management system.
The organization paused submissions, cleaned up its PM system, and submitted updated files.
This cycle repeated as data quality improved and statements were continuously mailed.
The first upload showed:
Over time, as data cleanup continued and statement campaigns ran:
By January 2026:
Impact:
Additionally, the organization gained improved visibility into AR data quality and established a sustainable process for maintaining cleaner balances going forward.
Healthcare organizations seeking to reduce financial risk and improve patient collections can leverage automated statement campaigns to recover revenue, improve data integrity, and establish predictable cash flow — even without digital payment channels.
We’ve rounded up the most frequently asked questions about Intellistatement—how it works, what it can do, and how it helps you collect more with less effort.
Yes. Campaigns can be automatically launched using fields from your data file—such as last encounter date, balance owed, or account aging. This allows you to deliver timely and relevant follow-ups with minimal staff intervention.
You can personalize invoices and statements with your branding, color schemes, targeted messaging, bilingual support, and even transpromotional banners to promote services or drive action. We also offer full-color designs to enhance clarity and engagement.
Absolutely. Our platform operates in a fully HIPAA-compliant environment, with secure SSL encryption, BAA agreements, and best-in-class data handling practices.
FILE Tracker is IntelliStatement’s real-time document tracking tool. It gives you live visibility into your file’s progress—from receipt to processing, printing, and delivery—so you’re always in the loop.
