Outstanding revenue is now a margin and patient experience risk. Balances age faster, teams are stretched, and phone-first outreach doesn’t match consumer behavior or preferences.  

This playbook lays out what revenue leaders can do in the next 90 days to recover more revenue without adding headcount, compromising compliance or patient satisfaction – by prioritizing the right accounts, enabling two-way digital engagement, and scaling clarity and empathy with governance and human escalation. 

Inside the playbook, you will learn: 

• How to segment by likelihood to pay, not just balance and age 

• How two-way (SMS/voice) reduces “non-completion” and accelerates resolution 

• How to handle confusion, disputes, and affordability signals with guardrails and escalation 
• A practical 90-day rollout path with measurable KPIs.

Includes a real-world spotlight on 42 North Dental and the operational impact of two-way engagement and automation. 

Download the playbook to turn collections from reactive cost center into a strategic margin driver.