Recover more outstanding balances with automated payment workflows
collectPro helps practices convert unresolved balances into structured, automated payment streams—reducing manual follow-up, improving cash flow consistency, and simplifying financial operations.
Transform outstanding balances into automated payment streams
Many practices carry a growing volume of unresolved balances—revenue that has already been earned but remains uncollected due to inconsistent follow-up, limited payment options, or manual processes that don’t scale.
collectPro replaces fragmented collection efforts with intelligent automation. The system manages outreach, structures payment arrangements, and processes payments automatically—turning aging balances into predictable, recurring revenue.
Automated payment plan creation
collectPro creates customized payment plans for a wide range of balance amounts using automated approval workflows. This allows accounts to begin repayment immediately while spreading costs across manageable monthly installments.
Intelligent collections campaigns
Structured outreach sequences engage contacts through text, email, and call workflows. Messaging remains professional and consistent while ensuring timely follow-up—without adding administrative burden.
Instant financing approval
collectPro supports extended payment options that reduce friction in balance resolution. Clear, structured choices help more accounts transition into active repayment efficiently.Result: $180,000+ average annual revenue recovery, zero financing delays
Automatic payment processing
Once a payment arrangement is established, collectPro processes recurring payments automatically on schedule. This eliminates manual tracking, reduces errors, and improves cash flow consistency.
Automated payment plan creation
collectPro automatically creates structured payment plans for a wide range of balance amounts using predefined rules. This allows accounts to enter repayment immediately while spreading balances across manageable installments—without manual setup.
Intelligent collections campaigns
Automated outreach sequences engage contacts through text, email, and call workflows. Messaging follows consistent, professional rules to ensure timely follow-up without adding administrative workload.
Instant financing approval
collectPro supports flexible repayment configurations for higher-balance accounts. Clear options reduce friction and help more balances transition into active repayment without delays.
Automatic payment processing
Once repayment is established, scheduled payments are processed automatically. This reduces manual tracking, minimizes errors, and ensures consistent cash flow.
Past due recovery automation
Automatically contacts patients with outstanding balances, offers payment plan options, and converts dormant accounts receivable into active payment arrangements without staff involvement.
Self-service payment management
A secure self-service portal allows individuals to view balances, submit payments, update payment methods, and adjust schedules—reducing inbound requests and improving completion rates.
Collections analytics dashboard
Gain real-time visibility into recovery performance. Track resolution rates, payment activity, and workflow efficiency to identify opportunities for ongoing optimization.
Ready to turn outstanding balances into predictable monthly revenue
Unresolved balances create unnecessary friction and slow cash flow. collectPro helps automate payment workflows so revenue moves consistently—without added administrative effort.
AI payment processing plans
$397/month per location
Essential
Designed for solo or small practices managing recurring outstanding balances
Automates outreach and payment plan setup
Reduces manual follow-up and tracking
Supports up to 100 active payment arrangements
$697/month per location
Professional
Built for multi-provider practices with higher balance volume
Full automation across outreach, payment plans, and processing
Supports unlimited payment arrangements
Designed to scale without increasing staff workload
Custom
Enterprise
Designed for multi-location or specialty organizations
Custom workflow configuration and reporting
Centralized standards across locations
Dedicated onboarding and optimization support
Why collectPro vs. manual collections
- Manual follow-up → Automated recovery workflows
- Unresolved balances → Structured repayment automation
- Staff time spent on calls → System-driven outreach
- Inconsistent payment tracking → Automated scheduling and processing
- Awkward money conversations → Professional, rules-based communication
- Fragmented visibility → Centralized financial insight
Implementation
Activate automated recovery workflows quickly. Our onboarding team configures outreach sequences, payment rules, and system connections to align collectPro with your existing operations.
What’s included
- Workflow configuration
- Payment plan setup
- Messaging rules
- System connections
- Team onboarding
Integration
collectPro connects with existing financial and operational systems to keep balances, payments, and records synchronized automatically—reducing manual reconciliation.
Supported integrations
- Ledger systems
- Payment processors
- Messaging platforms
- Accounting software
Security & Compliance
Payment workflows are designed with data protection in mind. Payment details are handled using encrypted, tokenized processes and transmitted through secure channels.
Security features
- Tokenized payment handling
- Encrypted data transmission
- Secure payment portals
Training & Support
Your team receives guidance on best practices for automated balance recovery, workflow optimization, and system configuration to ensure long-term success.
Support includes
- Workflow best-practice guidance
- Communication templates
- Payment plan optimization
- Ongoing performance reviews
Frequently asked questions
Will automated collections damage relationships or brand perception?
No. collectPro uses structured, professional communication workflows designed to be clear, respectful, and consistent. Automated outreach helps remove awkward, ad-hoc conversations while ensuring balances are addressed in a predictable, professional manner.
How quickly can payment arrangements be set up?
Payment arrangements can be established immediately once options are presented. Because workflows are automated, there is no need to wait for manual approvals or staff intervention in most cases.
Can payment schedules or methods be adjusted after setup?
Yes. Payment schedules and methods can be updated through the self-service portal, allowing adjustments without requiring staff involvement or manual follow-up.
How does the past-due recovery process work?
collectPro identifies overdue balances and automatically initiates structured recovery workflows. These workflows present repayment options, manage follow-up timing, and convert dormant balances into active payment activity without manual effort.
Does collectPro replace existing staff workflows?
collectPro is designed to support and streamline existing operations. By automating repetitive tasks like outreach, scheduling, and payment processing, teams can focus on higher-value activities while maintaining full visibility into recovery performance.
Turn outstanding balances into predictable monthly revenue
Unresolved balances create unnecessary friction and slow cash flow. collectPro automates outreach, payment plans, and recurring payments—so revenue moves consistently without increasing administrative workload.
See how automated payment workflows can simplify collections and improve financial visibility.
Contacts
info@dsmsolutions.ai
(856) 378-1269
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