Turn patient balances into a clear, trackable statement workflow
Statement Flow helps healthcare organizations prepare, securely deliver, monitor, and follow up on patient statements through one structured financial communication workflow
The Operational Problem
Patient statements should not depend on disconnected manual processes
Traditional statement workflows often require staff to move between spreadsheets, document tools, messaging platforms, mailing processes, and manual reconciliation. Statement Flow brings those activities into one organized workflow
Manual Data Preparation
Staff spend hours assembling, validating, and formatting patient statements across disconnected spreadsheets and tools
Limited Delivery Visibility
Lack of tracking creates uncertainty around whether patients received, opened, or viewed their statements
Disconnected Communication
Messaging, mailing, and follow-up activities live in separate systems without a unified communication history
Time-Consuming Reconciliation
Reconciling mailed vs digital statement status and payments requires manual cross-referencing
Four connected steps from data preparation to payment visibility
Upload and Validate Data
Securely prepare patient demographic and balance information and review records before processing
Generate Statements
Create standardized patient statements using configured templates and account information
Deliver Securely
Send statements through secure digital links, physical mail, or configured communication workflows
Track and Follow Up
Monitor generation, delivery, access, failures, payment activity, and follow-up requirements
Built to Work Alongside Existing Systems
Connect Statement Flow with the tools already supporting your organization
Statement Flow is designed to complement existing billing, practice-management, communication, payment, mailing, and cloud workflows. Integration options can be evaluated based on the access, capabilities, and technical requirements of each external system
Flexible Adoption
Introduce Statement Flow without replacing every existing operational process at once
Integration-Ready Architecture
Evaluate connections with external systems based on available APIs and approved access
Connected Operations
Reduce unnecessary manual handoffs between statement preparation, delivery, payment, and reconciliation
Modernize your patient statement workflow
Schedule a conversation with our team to see how Statement Flow connects statement preparation, delivery, and payment visibility