Products

Collectly
Collectly
Patient Engagement & Education
Collectly modernizes the patient financial experience through AI-powered automation of billing, payments, and communication.

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About Collectly

Collectly is an AI-driven healthcare technology company focused on revolutionizing revenue cycle management (RCM) and patient financial engagement. The platform automates various aspects of medical billing, patient communication, and payment collection for healthcare providers. This includes digital check-in, in-person payment processing, and automated post-service billing, all designed to streamline financial operations. Collectly’s solutions aim to enhance the financial health of healthcare providers by accelerating cash flow, increasing collection rates, and reducing administrative burdens, while also improving the patient financial experience.

For physicians and healthcare organizations, Collectly offers a comprehensive suite of AI-powered tools that integrate seamlessly with existing Electronic Health Record (EHR) and Practice Management (PM) systems. Key features include automated patient statements and reminders, flexible online payment options, and AI-powered support through agents like ‘Billie.’ Billie, an AI voice and chat agent, provides 24/7 assistance to patients, answering billing inquiries, explaining bills, and facilitating payment plans. This technology helps reduce human error in coding and billing, improves financial forecasting through data analytics, and ensures compliance with regulations such as HIPAA, SOC2, and HITRUST, thereby enhancing data security and regulatory adherence.

The company’s focus is on creating a patient-centric billing experience that prioritizes clear communication, personalized payment options, and straightforward processes. By automating workflows and providing real-time data, Collectly helps healthcare providers reduce days sales outstanding (DSO) and increase patient satisfaction. The platform serves a diverse range of clients, including medical groups, private practices, billing and RCM companies, hospitals, and health systems across the United States.

Focus Areas

patient financial engagement revenue cycle management (RCM) AI in healthcare medical billing payment processing automation patient collections financial clearance cost estimation insurance verification

Business Intelligence

TechnologyAI-powered revenue cycle platform, cloud-hosted and web-based, integrates with major EHR/PM systems (e.g., Athena Health, DrChrono, Epic, Cerner, Kareo), AI workflow engine, Billie AI Agent (voice and chat)

What Physicians Need to Know

Specialization
Collectly specializes in AI-driven revenue cycle management (RCM) and patient financial engagement for healthcare providers. Their platform automates billing, patient communication, and payment collection.
Key Differentiators
Collectly's core differentiators include its end-to-end patient financial experience, combining pre-service, point-of-service, and post-service workflows. They leverage an embedded AI agent named 'Billie' for automated patient billing support, eligibility, and benefits verification. The platform also boasts seamless EHR read/write integration and enterprise-grade security and compliance (HIPAA, SOC2, HITRUST).
Technology Stack
Collectly's operational backbone is its AI-driven software, which seamlessly integrates with electronic health record (EHR) and practice management (PM) systems. Their AI agent, 'Billie,' utilizes AI and automation to streamline processes, providing real-time data flow for features like digital patient statements, online payment options, and analytics.
Core Capabilities
The platform offers automated patient statements and reminders, flexible payment options, and AI-powered 24/7 support. It also includes autonomous eligibility verification and contextual benefit interpretation, significantly reducing the time spent on these tasks.
Impact on Financial Outcomes
Collectly has been shown to increase patient payments by an average of 75-300% and reduce the average days to collect an outstanding balance to just 12.6 days. They also report a 95% patient satisfaction rate with the billing process.
Physician Tip

For physicians, Collectly stands out by significantly reducing administrative burden and improving cash flow. The AI-powered automation handles routine billing inquiries and tasks, freeing up staff to focus on patient care. The platform's ability to provide clear, transparent billing and flexible payment options enhances the patient financial experience, leading to higher patient satisfaction and improved collection rates. Real-time eligibility and benefits verification prevent unexpected costs for patients and reduce denials for practices. The seamless integration with existing EHR and PM systems means minimal disruption to current workflows.

Collectly integrates seamlessly with over 20 leading Electronic Health Record (EHR) and Practice Management (PM) systems, ensuring compatibility with existing healthcare IT infrastructure without disrupting workflows. This includes bidirectional data synchronization for balances, eligibility data, statements, and payment status in real-time.

Products by Collectly

1 product in the directory

Collectly
Collectly
Patient Engagement & Education
Collectly modernizes the patient financial experience through AI-powered automation of billing, payments, and communication.

What the Web Says

Collectly is a patient engagement platform designed to streamline medical billing for healthcare organizations, including practices, medical groups, and billing companies. It aims to automate the entire billing process, enhance patient cash flow, and improve patient satisfaction. The platform is praised for its ability to reduce patient frustration through features like chat functions and customizable payment plans, and for its efficiency in collecting payments faster than the industry average.

Overall: Positive

Strengths

  • Fully integrated with various EHR/PM systems, automating workflows and reducing manual errors.
  • Offers a chat function that allows patients to get answers to billing questions quickly and easily, reducing frustration.
  • Enables patients to customize payment plans, giving them more control over their medical bills.
  • Significantly improves payment collection efficiency, with patients typically settling bills within a week or two.
  • Provides excellent customer service, taking feedback seriously and implementing solutions or workarounds.
  • User-friendly interface for both healthcare providers and patients.

Limitations

  • Some restrictions in EMR systems require manual fixes for accounts to cross over, necessitating manual reports to identify these accounts.
  • The user interface (UI) could benefit from improvement.
  • Can be overwhelming at first due to the abundance of customization options and advanced settings.
  • Pricing can be a bit high for smaller teams.
  • Lack of an automated email for certain issues.

Based on reviews from: G2, Capterra, ITQlick, Elion, Slashdot

Last updated: 2026-09-13

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Frequently Asked Questions

Collectly offers an AI-powered patient financial experience platform that includes 'Billie,' an AI agent for RCM and patient billing. Billie handles billing inquiries, disputes, payments, and payment plans across various communication channels. Collectly's platform also provides automation for patient check-in, insurance verification, cost estimation, and post-service billing.
Collectly is HIPAA, SOC 2, HITRUST i1, and PCI DSS compliant, ensuring high standards for healthcare security and data privacy. They implement encryption for data at rest and in transit, use role-based access, conduct continuous monitoring, and have documented incident response procedures. Third-party penetration tests and static analysis tooling are also used to secure their application.
Collectly offers volume-based pricing designed to scale with patient engagement and transaction volume, with subscription options also available per provider or per patient. For tailored pricing and enterprise packages, healthcare organizations need to contact Collectly directly for a quote.
Collectly provides an enterprise-grade, joint success model that combines human expertise with AI-driven performance management. Each customer is assigned a Customer Success Manager and RCM consultants. Post-implementation support includes regular performance reviews, AI monitoring and optimization, and proactive configuration updates.
Yes, Collectly integrates bi-directionally with any EHR or PM system, supporting over 20 leading platforms. This allows for seamless data flow, enabling features like digital patient statements, automated reminders, and real-time syncing of balances and eligibility data without disrupting existing workflows.
Collectly was founded in 2017 and has demonstrated significant growth, engaging over 300,000 patients daily and growing over 3x year-over-year. They have raised a total of $34.1 million in funding, including a $29 million Series A round, indicating strong investor confidence and plans for market expansion.
Collectly's AI streamlines the patient financial experience by offering 24/7 multilingual support for billing inquiries, providing personalized payment options, and generating accurate cost estimates upfront. For staff, it automates repetitive administrative tasks like eligibility verification, claims processing, and payment posting, significantly reducing workload and allowing them to focus on more complex cases.

Investors

Who's funded Collectly.

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