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AI Billing & Payments Automation for Healthcare

Help patients manage balances, make payments, and get answers about their care costs—without overwhelming your front office or billing staff.



Ferdinand acts as an AI Customer Service Agent that handles healthcare billing workflows with clarity, compliance, and compassion:

  • Shares current balances and due dates

  • Collects co-pays and appointment fees

  • Enrolls patients in payment plans or financial assistance

  • Responds to billing questions in plain language

  • Follows your billing policies, privacy requirements, and escalation rules


The result? Patients get immediate answers. Your team gets fewer calls. And everyone wins.


Built for Healthcare Providers of All Types

Ferdinand supports medical and dental billing across:

  • Private practices and group practices

  • Clinics and outpatient facilities

  • Hospitals and health systems

  • Specialty care and behavioral health

  • Dental offices and orthodontics


Whether you use in-house billing or third-party RCM platforms, Ferdinand integrates to support your payment workflows.


What the AI Agent Handles

✔ Copay & Appointment Payment Collection

When a patient checks in or gets a bill, Ferdinand can:

  • Share balance due

  • Collect co-pays or visit fees

  • Confirm payment and send receipts


✔ Balance & Due Date Lookups

Patients can ask:

"How much do I owe for my last visit?"

Ferdinand verifies identity and provides:

  • Outstanding balances

  • Due dates by service or invoice

  • Links to pay instantly


✔ Payment Plan Options

If a patient can’t pay in full, Ferdinand:

  • Confirms eligibility for payment plans

  • Shares available terms and installments

  • Enrolls and schedules payments


✔ Patient Financial Assistance Flows

Ferdinand guides eligible patients through assistance workflows:

  • Captures required documentation or declarations

  • Explains available programs

  • Submits applications or requests review


✔ Missed or Failed Payments

The AI proactively follows up on failed payments:

  • Notifies patients automatically

  • Explains next steps to resolve

  • Collects updated payment info


✔ Billing Questions Answered

Patients often feel confused or overwhelmed by bills. Ferdinand:

  • Breaks down charges in plain language

  • Clarifies service or procedure costs

  • Confirms insurance payments and patient responsibility (if connected)

  • Reduces inbound billing calls to your team


Why Healthcare Providers Use Ferdinand

⭐ Reduce Front Desk & Billing Team Workload

Let AI handle billing conversations that don't need a person.


⭐ Increase Patient Payment Rates

Make it easier and faster for patients to pay balances.


⭐ Improve Access to Financial Assistance

Help eligible patients get enrolled without requiring staff help.


⭐ Protect Compliance & Privacy

Patient identity is verified, and rules are followed every time.


Where Patients Can Use the AI

  • Website chat — Patient asks, "Can I pay my copay now?" Ferdinand collects it and sends confirmation.

  • SMS/text — Patient replies to a balance reminder with "Set up a plan." Ferdinand enrolls them in an eligible installment option.

  • Phone (AI voice) — Caller says, "Why did I get this bill?" Ferdinand explains the visit charges and amounts owed.

  • Email auto-reply — Patient asks, "How do I apply for assistance?" Ferdinand responds with a guided workflow.

  • Mobile app chat — Patient requests to update their card. Ferdinand verifies identity and confirms the change.


No matter the channel, Ferdinand provides accurate, secure billing support 24/7.


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