Collectly

by Collectly  · Based in United States → — AI-powered RCM & Patient Engagement
Family Medicine Internal Medicine Pediatrics

Regulatory Status Disclosed

Overview

Collectly is an AI-powered platform designed to automate and optimize the patient billing and payment collection process for healthcare providers.

  • What it does: Collectly utilizes artificial intelligence to streamline patient financial interactions, including personalized billing, payment plan management, and communication. The system aims to reduce administrative burden and improve collection rates by automating tasks such as sending statements, reminders, and offering various payment options.
  • Who it is for: The tool is applicable across various medical specialties and care settings, including hospitals, large physician groups, and independent practices, that manage patient billing and accounts receivable.
  • How it fits a clinical or practice workflow: Collectly integrates with existing practice management and electronic health record (EHR) systems to automate the patient billing lifecycle from pre-service estimates to post-service collections. It can manage patient communication regarding balances, provide self-service payment portals, and offer customized payment plans, thereby reducing the need for manual intervention from administrative staff.
  • Notable capabilities: Key features include AI-driven personalized patient communication, automated payment reminders, flexible payment plan options, and a patient-facing portal for bill management. The platform also provides analytics and reporting on collection performance.

Reviewed by Pouyan Golshani, MD — Interventional Radiologist

Key Features

  • AI-powered patient billing automation
  • Personalized patient communication (SMS, email, IVR)
  • Digital billing statements
  • Automated payment plans
  • Patient payment portal
  • Payment prediction and optimization
  • EHR/PM system integration
  • Revenue cycle management insights
  • Customer support for patients
  • Reporting and analytics

Use Cases

  • Automating patient billing and collections
  • Improving patient payment rates
  • Reducing administrative burden on staff
  • Enhancing patient financial satisfaction
  • Optimizing revenue cycle management
  • Personalizing patient financial communication

What Physicians Need to Know

Patient Portal Integration
Collectly integrates with patient portals, mobile apps, and personalized text communications to empower patients to manage their information and payments. It streamlines patient intake with virtual check-in, custom forms, and self-service payment plans, syncing data seamlessly with EHR, PM, and billing systems.
Appointment Scheduling AI
Collectly's Billie AI automates pre-visit workflows, including confirming appointments and verifying eligibility in real-time.
Multi-Language Patient Support
Collectly's AI agent, Billie, provides multi-language support 24/7 across chat, text, email, and voice, enabling patients to understand financial obligations and receive support in their preferred language.
Health Literacy Adaptation
Collectly aims to improve patient understanding of billing statements and financial obligations by providing clear, itemized, and easy-to-understand digital statements and educational resources.
Chronic Disease Management
Collectly's primary focus is on revenue cycle management and patient financial engagement. There is no information indicating specific features for chronic disease management.
Medication Adherence Features
Collectly specializes in patient billing and revenue cycle management, and does not appear to offer specific medication adherence features.
Patient Education Content
Collectly offers educational resources and reference guides that patients can access anytime to understand their financial obligations.
Accessibility Compliance
Collectly is HIPAA, SOC 2 Type 2, HITRUST i1, and PCI DSS Level 1 compliant, ensuring high standards of data privacy and security for sensitive patient information.
Physician Tip

Leverage Collectly's AI-powered billing support (Billie) to automate responses to common patient billing questions, manage payment plans, and update patient information, freeing up staff for more complex patient interactions. Utilize the multi-language support to enhance communication and understanding for a diverse patient population. Proactively use the digital intake and eligibility verification features to provide financial transparency upfront, reducing surprises and improving patient satisfaction.

Collectly integrates seamlessly with over 20 leading Electronic Health Record (EHR) and Practice Management (PM) systems, including AdvancedMD, Allscripts, AthenaPortal, CPSI EHR, Compulink, CureMD, DrChrono, and Experity Patient Engagement. This bi-directional integration allows for real-time data flow, streamlining patient intake, eligibility verification, and billing workflows without disrupting existing operations.

Details

Category Patient Engagement & Education, Practice Management & Scheduling, Prior Authorization
Pricing Unknown
  • Collectly does not publicly disclose its pricing
  • It is designed for healthcare organizations of all sizes, including clinics, practices, hospitals, and health systems
DeploymentCloud-based, integrates with 20+ EHR/PM systems.
Mobile AppYes, for patients to view and pay bills.
API AvailableUnknown
TrainingUnknown
Target SizeAll sizes, from small medical groups to enterprise health systems.
Compliance
BAA AvailableUnknown AI-estimated
HIPAA CompliantUnknown AI-estimated
FDA Status Not applicable AI-estimated — unknown
SOC 2Unknown AI-estimated
Integrations
EHR Not specified
Specialties Family Medicine, Internal Medicine, Pediatrics

Social Proof

Customers3,000+ healthcare organizations.
Notable
unknown

Support & Reliability

Training ProvidedUnknown

What the Web Says

Collectly is a patient engagement platform designed to streamline medical billing and enhance patient collections for healthcare organizations. It aims to automate the entire billing process, from digital check-in to post-service billing, and offers features like patient chat support and customized payment plans. The platform is praised for its ability to increase patient cash flow and reduce the time it takes for patients to settle their bills.

Overall: Positive

Strengths

  • Seamless integration with existing EHR/PM systems, such as Athena and EClinicalWorks.
  • Automated billing workflow, reducing manual errors and saving time.
  • Improved patient satisfaction through chat function for billing inquiries and customizable payment plans.
  • Increased patient collections and faster payment cycles.
  • User-friendly interface for both patients and staff.
  • Excellent customer service and responsiveness to feedback.

Limitations

  • Some restrictions in EMRs may require manual fixes for account crossover.
  • Payments are not always applied correctly.
  • Glitches during implementation can cause anxiety for patients due to over-contacting or inaccurate balances.
  • UI could use some improvement.
  • Desire for more development in the front desk module, such as intake paperwork and card reader functionality.
  • Pricing can feel a little high for smaller teams.

Based on reviews from: Collectly Software Reviews, Demo & Pricing - 2026, Collectly Software Pricing, Alternatives & More 2026 | Capterra, Collectly Reviews - 2026 - Slashdot, Collectly Reviews 2026. Verified Reviews, Pros & Cons - Capterra, 8 Collectly, Inc. Customer Reviews & References | FeaturedCustomers, Collectly 2026: Honest Expert Review - ITQlick, Collectly Suite Reviews, Pricing, Features & Integrations | Elion, Top 10 Collectly Alternatives & Competitors in 2026 - G2, Best Collectly Alternatives 2026 - Capterra, Implementation Manager at COLLECTLY. Salary: $90K - $110K. Remote job in United States : r/likeremote - Reddit, Collect! Reviews 2026. Verified Reviews, Pros & Cons | Capterra, What are your experiences with Collectly for patient questionnaires? - Facebook, Collective Reviews 2026: Details, Pricing, & Features - G2, HOW TO: Deal with Collections [Complete Guide] : r/CRedit - Reddit, Checkly Reviews 2026: Details, Pricing, & Features | G2, I Am A Debt Collector AMA : r/IAmA - Reddit, I got contacted by a debt collection agency : r/Scams - Reddit, Letter from Company called Credit Collection Services - Is It A Scam? : r/Debt - Reddit, ClinicMind Products | Read 248 Reviews on G2

Last updated: 2026-09-13

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Videos

Product demos, reviews, and walkthroughs for Collectly.

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Frequently Asked Questions

Collectly is a platform designed to modernize the patient billing experience. It aims to improve patient engagement by offering clear, consolidated bills, flexible payment options, and proactive communication, making the billing process easier for patients to understand and manage. This can lead to fewer patient calls about billing and improved satisfaction.
Collectly utilizes personalized communication channels, such as text and email, to remind patients about their balances and upcoming payments. It also offers various payment options and allows patients to set up payment plans, which can significantly improve compliance and reduce the number of outstanding balances.
Common alternatives often include traditional paper billing, in-house billing teams, or other third-party billing services. Collectly differentiates itself through its focus on a patient-centric digital experience, offering features like AI-powered communication, price transparency tools, and a user-friendly interface that aims to reduce patient confusion and improve payment rates.
While specific pricing details would require a direct consultation with Collectly, their model generally aims to be more cost-effective than traditional in-house billing by reducing administrative overhead, improving collection rates, and minimizing the need for extensive manual follow-up. They often operate on a performance-based model or a subscription fee.
Collectly generally integrates with most major EHR and practice management systems to streamline data flow. However, as with any new system, potential limitations could include the need for initial setup and training, or specific challenges with highly complex, unique billing scenarios that might require custom solutions. It's always advisable to discuss specific integration needs during a demo.
Collectly helps improve price transparency by providing patients with clear, consolidated statements that are easy to understand. It can also offer tools that allow patients to see estimated costs upfront and understand their financial responsibility, which can reduce surprises and improve trust.
Collectly typically offers comprehensive support for physician practices, including initial implementation and integration assistance, staff training, and ongoing customer support. This ensures that practices can effectively utilize the platform and address any questions or issues that arise.

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Suggest an Edit → | Last Verified: 2026-07-03 | First Added: 2026-06-14

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