AR Proactive

Automated Invoicing & Payment Platform for Health Providers

AR Proactive is an online, automated invoicing and payment tool that helps health providers collect patient payments faster. Built for providers frustrated with low patient payments and high cost-to-collect, it uses call-to-action invoices with a deadline and late fee to drive faster payment.

Platform:

Web

Industry:

FinTech / Healthcare

Team size:

5 members

Country:

USA

Project Duration:

3 years

The year started & completed:

2018

We built AR Proactive to automate the entire patient invoicing and collections cycle for health providers. Our team designed a system that imports provider billing data, automatically generates and sends invoices, and processes secure online patient payments.

Scope and Objectives

Automated Invoice Generation

Designed a system to automatically generate and send invoices to patients based on billing data imported directly from health providers.

Online Payment Processing

Implemented online payments through Authorize.net, letting patients pay invoices directly and securely from the payment portal.

Large-Scale Data Import

Enabled import and processing of large volumes of provider billing data using dedicated servers for parsing CSV and Excel files.

Automated Document Delivery

Automated PDF invoice generation via a task scheduler (Cron), delivering invoices by email and, where needed, as merged, printed mailings.

API Integration & Security

Built REST APIs secured with OAuth2 authentication to support data exchange with provider systems and integrated services.

Focus Areas and Deliverables

We focused on automation, large-scale data handling, and giving providers the tools to recover payments and stay engaged with patients.

Patient Payment Experience

Built a payment portal, emailed invoices, and a series of notification letters with tailored wording to guide patients toward faster payment.

Automated Reminders & Escalation

Added IVR phone calls after hours to remind and collect payment, plus automated payment plan setup and reminders for missed payments.

Data & Account Management

Delivered mailing address cleaning and one-click transfer of unpaid accounts to integrated collection agencies.

Dashboard & System Integration

Integrated with providers' existing software and processes, bringing invoicing, payments, and collections activity into a single dashboard.

Challenges Identified

Large-Scale Data Import & Processing

Importing and processing large volumes of billing data from multiple providers required dedicated servers capable of reliably parsing CSV and Excel files.

Automated Document Generation at Scale

Generating and delivering PDF invoices for large patient volumes required a Cron-based scheduling process, a third-party email delivery service, and a manual workflow for merging and printing paper invoices for patients without email.

Secure Online Payment Integration

Delivering secure, reliable online payments required integrating a third-party payment processor, Authorize.net, directly into the patient payment portal.

Results

Automated invoicing and payment platform that increased patient payments by up to 300% per month for health providers.

Over the course of the engagement, we built AR Proactive into a full automated invoicing and collections platform for health providers. Providers using the platform saw patient payments increase between 25% and 300% per month, driven by faster, more consistent invoice delivery and multiple channels for follow-up.

The platform combines automated invoice generation, secure online payments, and a suite of reminder and escalation tools. Notification letters, IVR calls, payment plans, and one-click transfers to collection agencies are all managed from a single integrated dashboard.

Business Value

A platform that turns manual, inconsistent billing into automated, faster patient payments.

Increased Patient Payments

Delivered a 25–300% increase in monthly patient payments for health providers using the platform.

Automated Invoicing at Scale

Built a system that imports provider data and automatically generates and sends invoices.

Integrated Online Payments

Enabled secure patient payments directly through the platform via Authorize.net.

Multi-Channel Collections

Combined notification letters, emailed invoices, IVR calls, and payment plans to engage patients through the channels most likely to get them to pay.

Unified Dashboard

Brought invoicing, payments, and collections into a single dashboard, integrated with providers' existing software and processes.

Tools & Technologies

PHP

JavaScript

MYSQL

AngularJS