Features
People at Collectly
Personas
Research
Competitors
100

This feature allows patients to not have to pay the full balance 

What is Payment Plans


100

CEO of Collectly 

Who is Levon 

100

oversees billing team 

RCM Director, Billing manager or supervisor

100

site allows you to identify additional contact information 

what is zoom info

100

has own home grown system called Healow

Who is ECW

200

This feature allows us to reach out to different demographics in different ways 

What is our ability to customize outreach with rules


200

VP of Operations 

Who is Jessie

200

In charge of all finance of a practice

What is CFO

200

Personas you want to target when calling

COO, Billing manager, billing supervisor, rcm director,CFO

200

Sends out mostly paper statments that customer does not have to pay for

Who is Athena 

300

This allows us to answer any billing questions 

What is our chat 

300

VP of Finance

Who is Tim 

300

in charge of making sure personal are good and process are followed

Who is the COO or head of operations

300

we find on website

what is number of providers, patient portal, people we want to talk with, how payments are today or competiors,

300

bigger focus on preservice but hsa just launched post service this year

What is phresia 

400

the 4 ways in which we reach out to patients 

What is text, robo call, email. paper statemet

400

Longest AE at Collectly 

Who is Aaron 


400

services knee replacements 

What is an orthopedic surgron

400

4 Minimum to make a qualifies set

What is Integrated, volume, persona,need

400

3rd party type of company that adjuicates insurance and sometimes sends paper statments 

Clearing house

500

allows us to put credit card fees on patients

What is a convience fee


500

Head of Implementation 

Who is Andrew 

500

patients see these type of people after a surgery

what is a PT or OT 

500

10 of the 19 EHRs we integrate with 

Who is ECW, Nextech,Modmed,Nextgen,Advanced MD,Allscripts,Compulink,XIFin,Experety,CureMD,Central Reach,Qualfacts,drchrono,kareo,athena,CPSI Medhost,Epic

500

after change went down most practices changed to 1 of these 2 companies 

Who is trisetto and waystar