For revenue leaders at multi-site specialty groups

A patient financial concierge for every patient you treat.

It verifies each patient's benefits, sets a clear expectation of what care will cost, and keeps it honest as things change, so the bill arrives as a receipt, not a reveal. Point-of-service collections rise, payment lands in days, and billing calls collapse.

Higher point-of-service collectionsPayment in days, not statement cyclesBilling calls collapse
TrapezeToday · 7:04pm

Your Thursday visit is about $212, verified against your plan.

Paid $2122 days before the visit

Patients now send ChatGPT nearly 2 million health-insurance questions a week, most of them after clinic hours, asking a chatbot what their care will cost because no one at the practice will tell them first.

OpenAI, health report, January 2026

The bill should be a receipt, not a reveal.

Patients don't avoid paying because paying is hard. They avoid paying numbers they've never seen, don't understand, and have no reason to trust. So we moved the whole financial conversation to before care, and made everything after it effortless.

Care can change once you're in the room. What shouldn't change is whether the patient sees it coming. So the number is managed the whole way through.

Set the expectation

Before the visit, patients get a real, plain-language estimate built from their actual benefits, and the few things that could move it. Not a number pretending to be a promise. A range they understand.

Flag every change in the moment

If the visit goes beyond the plan, patients hear what it means for their cost while they can still ask about it. Not weeks later, in an envelope.

Explain the final number

When the claim settles, they get the total and the reason it landed where it did. Whether it matched the estimate or moved, it makes sense.

Backed by Y Combinator

Built and scaled AI initiatives at leading healthcare & technology organizations

Scripps Mercy Physician PartnersOak Street HealthMedallionIntelRoivantVantaCentene

The experience

The whole financial conversation, moved to before care

One continuous thread with every patient. They can reply by text, pick up the phone, or open their own secure payment page online, whatever's easiest. It's the same clear conversation on every channel.

Before your visit

You know what to expect

Tuesday 7:04 PM

Hi Maria, quick heads-up on your Thursday visit. With your plan it should land around $180 to $260. You've met $890 of your $1,500 deductible so far. If Dr. Rivera ends up doing more, I'll text you the new number before anything happens. Questions? Just reply here.

Your plan, your numbers, in plain language. Not an insurance card you're left to decode alone. You walk in knowing what's likely and what could move it.

At your visit

The money part is the easy part

Today 9:12 AM

Dr. Rivera wants to add a scan today. Here's what it means for you: about $90 more, and your plan covers part of it. Totally your call. Want me to walk through it before you decide?

No clipboard surprises and no vague promise to bill you later. When there's a decision, you get the number and what it means up front. Calm and informed, no pressure at the front desk.

After your visit

No bill you didn't see coming

Friday 2:30 PM

Good news, your claim just processed and it came in right where we said, $212. Pay whenever you're ready, or open your payment page to set up a plan. Nothing new to catch you off guard.

You hear from us before the envelope does. Whatever the claim does, you're the first to know and there's always a next step. You never open a bill and brace yourself again.

What it handles

Engagement that makes patients want to pay

The payer side is understood before the patient ever sees a number, and every step after is explained as it happens. What's left for them is short, clear, and already familiar. That's exactly why they pay.

TrapezeMessage · 2 days out
Tuesday, 7:04pm

Your visit Thursday should run about $180 to $260. You've met $890 of your $1,500 deductible. If Dr. Rivera does more than planned, we'll tell you what it adds before it happens.

Verified against your plan
Before the visit

They know what to expect before they're ever charged for it

A plain-language estimate lands days before the visit, built from their real benefits, with the few things that could move it called out. They walk in knowing what's likely, not guessing.

+25%*point-of-service collections
TrapezeEstimate · Thu, Mar 14
Office visitPlan pays $140
$40
ImagingApplies to deductible
$172
Estimated total$212
Reading the bill

Every line explained, so there's nothing left to dispute

No codes, no jargon, no guessing. Each charge is broken down against their plan in words they understand. That's why the questions that drive billing calls never get asked.

−40%*inbound billing calls
TrapezeAsk us anything

What's a deductible again?

It's what you pay before your plan starts covering costs. Yours is $1,500, and you've met $890, so you're getting close. Want me to show what counts toward it?

Reply anytime, or ask for a call.
Anytime they wonder

Any question about their bill or benefits, answered in plain language

Patients can ask anything, on text or a call, and get a clear answer in the moment. What a deductible is, why a code cost what it did, what their plan actually covers. The kind of explaining a front desk never has time for.

Anytimea plain-language answer, day or night
TrapezeAuthorization status
Filed on your behalfDone
Prior auth #A2231Approved
Claim · Mar 14In review

If the insurer needs anything from you, we'll walk you through it.

Prior auth & denials

Every authorization and denial, shown as a journey they can follow

When a prior auth or a denial is in play, patients see exactly where it stands and what's been filed on their behalf. If the insurer needs something from them, they're walked through the one step that's theirs. No black box, no wondering what's happening.

Live statuson every auth, claim, and denial
pay.yourpractice.com
Balance, processed in line with your estimate$212.00
Pay in full
Set up a payment plan
Apple Pay, card, or bank. No login required.
Paying online

The number they expected, paid on their own page in a tap

When the bill confirms exactly what they were already told, paying is a formality. They tap the link, land on their own secure payment page, and it's done in seconds by card, bank, or Apple Pay. No login, no phone tree. Patients pay the care they understand, and they pay it now.

Daysto payment, not statement cycles

Figures marked * are illustrative targets, not measured results. Replace them with your own data before publishing.

However it goes

The number isn't always simple. The experience still is.

Real coverage is messy. The difference is what happens when it is. Nothing gets dropped, and the patient never finds out the hard way.

When it matches

The bill confirms what they already expected

The number they saw before care is the number that processes. Nothing to decode, nothing to dispute, and it gets paid now instead of aging through statement runs.

When it comes back different

They hear why before the envelope does

If the claim lands off from the estimate, it gets caught, the change is explained in plain language, and the patient hears it first, so a surprise never becomes a standoff.

When coverage or auth is in question

You always know where it stands

The status stays visible the whole way: what's been filed on the patient's behalf, and the one step that's theirs to take. Nothing sits in limbo, and the answer never comes as a shock.

When money is tight

Can't pay it all today? That's a plan, not a problem.

Life happens. A hard month shouldn't turn into a bill sent to collections and a patient who never comes back. When the full amount is tough, the conversation doesn't end. It adapts to what they can actually do.

The conversation adapts, it doesn't stop

When the full amount is hard, patients aren't met with a demand or a dial tone. They're offered a way forward in the same thread they already trust.

They set the terms that fit their life

A plan sized to the balance, a smaller amount now, a start date that works, or an amount they choose themselves. The patient stays in control instead of going quiet.

Something paid beats nothing chased

A partial payment kept in motion is worth far more than a full balance sent to collections. The practice recovers revenue, and the patient keeps their dignity and comes back.

This is the whole point of a human-first experience: meet patients where they are, and far more of the balance gets paid.

TrapezeLet's find a fit

Totally understandable. Let's find a way to handle the $212 that works for you, no pressure at all.

$53 / mo for 4 monthsMost patients pick this
Pay part now, rest laterPut down what you can today
Tell us what works for youSet your own amount and date
Adjust anytime. No fees, no interest, no judgment.

For the practice

Patients pay the numbers they expected

That is the entire mechanism. When the ask is pre-explained, the money stops being the friction, and the math changes for the practice.

Point-of-service collections rise

The number was explained before the visit, so patients are ready to pay it at the desk instead of deferring.

Payment lands in days, not statement cycles

The post-visit bill confirms what patients already expected, so it gets paid now instead of aging through statement runs.

Billing calls collapse

The questions were answered before they existed. The inbound that drives statements and follow-up calls stops arriving.

Your front desk stops improvising

No amateur benefits counseling with a line of patients waiting. The money conversation already happened, before anyone walked in.

And patients who trust the money conversation say yes to more care. It is the first financial experience that grows revenue instead of chasing it.

Receipts, not adjectives

Why patients trust what they're told

Checked against your plan, not a generic guess

Every briefing is built from the patient's specific, current benefits, not a one-size estimate, and not last year's coverage.

Every claim, auth, and denial tracked in the open

You always see where a claim, authorization, or denial stands and what happens next. Nothing about your money sits in a black box.

Live across 70+ specialty locations

Running today for real patients and practices, on voice and text, guiding patients through the whole financial journey.

See the whole experience, end to end

Book a demo and watch a patient's number get explained before care, decided at the visit, and confirmed after, in plain language on every channel.

Trapeze is the enterprise-grade AI call center your patients trust. We support hundreds of healthcare providers nationwide.