Overview
Recall lists age and A/R piles up — not for lack of caring, but for lack of staff. SmartEngage runs every practice-initiated campaign autonomously: balance recovery, recall, care-gap closure, and retention — each touch HIPAA-compliant and documented.
Key Features & Capabilities
- Autonomous campaigns — Collections, recall, care-gap closure, and retention — run end to end.
- 13 outbound use cases — Spanning patient accounting and proactive engagement.
- Compliance-first outreach — Consent, TCPA windows, and frequency caps enforced automatically.
- Revenue Recovery suite — Success-based pricing aligned to collected dollars (Q2 2026).
- Multichannel orchestration — Voice, SMS, and email sequenced per person.
- Payment in-conversation — Plans negotiated and payment completed — no transfer, no callback.
$19M+
collected in <8 months (100+ location DSO)
~3x
ROI in ~6 months (42 North Dental)
3-5%
EBITDA expansion
13
outbound use cases
Benefits for Healthcare Organizations
- Patients come back — Recall and reactivation campaigns that actually run, every month.
- Care gaps closed — Overdue care gets proactive, persistent follow-up.
- Revenue recovered respectfully — 42 North Dental collected $7M+ in 7 months at ~3x ROI — with patient-friendly tone.
- Compliance you can defend — TCPA windows, consent, and frequency rules enforced, with audit trail.
Primary Use Cases
- Patient balance recovery: Empathetic outreach with payment plans in-conversation.
- Care-gap closure: Target overdue screenings flagged by SmartAnalytics.
- Hygiene & wellness recall: Automated recall that books into open slots.
- No-show prevention & win-back: Confirmations, at-risk outreach, reactivation.
Technical Specifications
| Delivery | Cloud-native, multi-tenant SaaS — no on-prem hardware. |
|---|---|
| Security & Compliance | HIPAA (BAA); HITRUST r2; SOC 2; ISO 27001:2022; ISO/IEC 42001:2023; PCI-DSS 4.0; GDPR; CCPA; TX-RAMP. AES-256 at rest, TLS 1.2+ in transit; TCPA-governed outreach. |
| Identity & Access | SSO (SAML 2.0 / OIDC), SCIM provisioning, role-based access, audit logs. |
| Interoperability | 70+ EMR/PMS integrations; connects to existing phone systems; native, bidirectional write-back to the system of record. |
| Data Foundation | 1B+ real-world interactions; 4.51T records across 30+ specialties; 57GB ingested daily. |
| Time to Value | Go-live in weeks; measurable ROI in under 90 days. |
Integrations
70+ EMR/PMS integrations · Existing phone systems — no rip-and-replace · Native, bidirectional write-back · One integration across all three products · Patient data stays in your EHR
Agents write back to the system of record — appointments booked in the PMS, payment plans recorded, care gaps closed, billing resolved with the patient's actual account data. Not screen-scraping or an API workaround.
Back to Resources