Set the limits the agent operates within. Changes stay in draft until you publish, nothing reaches a patient until then.
PAYMENT PLANS
Payment plans
Set the minimum installment and maximum length for patient payment plans.
LIVE PREVIEW
Example: patient owes $340, requests $40/mo. Agent offers:
$85/mo × 4
$340 total · updates as you adjust the limits
AUTOPAY
Autopay enrollment
Choose whether payment plans enroll into autopay by default.
Patients must actively opt in. Recommended, safer for trust.
Financial assistance
Auto-screen patients for charity care at or below this Federal Poverty Level threshold.
When on, hardship signals suppress every plan offer on that account.
DISPUTE ESCALATION
Dispute escalation
Number of patient disputes before the agent stops and hands the account to a rep.
Disputes before handoff2
Past this limit, the agent packages the case for a rep instead of arguing.
OUTREACH CHANNELS
Outreach channels
Enable or disable channels the agent may use, and see the cadence for each.
1Call1st · once
2SMS2nd · up to 3×/wk
3Mail3rd · monthly
VOICE & BRAND
Voice & brand
Set tone, sender identity, how patients are addressed, and phrases the agent may never use.