IntelliStatement®
Address correction and mail tracking that delivers with accuracy, speed, and compliance.
A robust set of features
This solution combines smart automation, compliance, and convenience to streamline every step of your document delivery process.
Automated Campaigns Based on Your Data
Trigger targeted statement delivery and follow-up campaigns using key fields like balance owed, date of last encounter, or total account status.
Fully Customizable, Branded Statements
Send full-color, bilingual statements and letters that promote your services, match your brand, and clearly communicate payment expectations.
Integrated Digital Access + Secure Payments
Patients receive email notifications, view statements online, and pay via a PCI-compliant web portal. Optional branded payment portals are available to match your organization’s look and feel.
Statement Visibility Controls
Suppress statements selectively using flexible Level 1 (internally visible) or Level 2 (fully hidden) options to eliminate unnecessary or duplicate communications and control compliance-sensitive documents.
Document Tracking & eView Archive
Manage documents from anywhere. Whether you're approving addresses or reviewing statements, Exact Plus is built to work seamlessly on your smartphone or tablet.
Enhanced Invoicing & Phone Follow-Up Tools
Go beyond basic billing with custom invoicing, automated ReminderPlus™ phone calls, and comprehensive support for even the most complex billing scenarios.
How We Help
IntelliStatement enhances your revenue cycle strategy by automating self-pay and balance-after-insurance workflows. With intelligent business rules, targeted messaging, and modern delivery options, it empowers your organization to collect more, collect faster, and spend less.
Streamlines self-pay collections
Whether you're managing recurring payments, one-time transactions, or multi-account households, our platform gives your clients the flexibility they need—without complicating your workflow.
Improves patient engagement and cash flow
Combines full-color transpromotional messaging, digital access, and payment portal integration to make it easier for patients to understand and resolve their balances.
Results You Can Expect
By automating statement delivery and enabling smarter, more personalized communication, intelliStatement helps you reduce manual workload, accelerate payment timelines, and cut mailing costs. The result is a more efficient revenue cycle—and a better experience for the people you serve.
5M+
per Month
20k
per Month
Ready to enhance your statement strategy?
Let’s talk about how intelliStatement can modernize your approach to patient billing and help you collect more with less overhead.
Resources
Explore a collection of practical tools, training materials, worksheets, and interactive games designed to support compliance, enhance communication strategies, and improve staff education across your organization.
Industries
Hospital Systems
From automating statement delivery to applying intelligent business rules, IntelliStatement helps hospital systems reduce manual workload, accelerate patient payments, and maintain brand consistency across every communication touchpoint.
Medical Billing Companies
IntelliStatement boosts your productivity by automating self-pay workflows and reducing the need for early-out programs. With full-color statement design, eView access, and campaign-triggered services, it enhances collections while keeping overhead low.
Long-Term Care Pharmacies
For long-term care pharmacies, IntelliStatement simplifies patient invoicing with customized formats, bilingual options, and cloud-based access. It supports faster payment cycles and gives your team visibility into every billing interaction—all while keeping you HIPAA compliant.
Commercial Companies
Recover short-pays and resolve disputes faster with queue-based workflows, templated outreach, and analytics that prioritize high-value recoveries—shortening cycle time and protecting margin.
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Frequently asked questions
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.
Can we trigger campaigns based on specific patient or billing criteria?
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.
What kind of customization can we do with statements?
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.
Is IntelliStatement secure and HIPAA compliant?
Absolutely. Our platform operates in a fully HIPAA-compliant environment, with secure SSL encryption, BAA agreements, and best-in-class data handling practices.
What is FILE Tracker?
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.