Voice
Outbound calls placed in your brand voice — confirmations, recall, collections, no-show recovery — with two-way conversation.
SmartEngage — Revenue that runs itself.
Every outstanding balance has a story. SmartEngage's AI agents hear it — and resolve it. Outbound voice, SMS, MMS, email, and digital campaigns run end to end without staff involvement: negotiating payment plans, booking recall appointments in-flow, closing care gaps in the PMS, and recovering the revenue your team never has time to chase.
73% autonomy · 14-day deploy · TCPA-compliant · 50+ languages · HIPAA-safe · SOC 2 Type II
Trusted by healthcare leaders running
SmartEngage campaigns today, including
SmartEngage campaigns today, including
Coming Q2 2026
Revenue Recovery suite — success-based pricing.
SmartEngage agents work your full A/R queue — current balances to 90+ day aging buckets — negotiating payment plans on the call and recording outcomes directly in your PMS. Shared state with SmartAgent means every outbound collections call knows what the patient called inbound about last week. Pay only on recovered revenue.
Performance-alignedSuccess-based pricing model
Pre-tunedCadences for 30 / 60 / 90+ A/R buckets
Audit-cleanPer-touch TCPA + state-law compliance logs
Behind the scenes
One campaign, seven steps. All handled by SmartEngage.
Click any step to see what SmartEngage does behind the scenes — from audience segmentation to outcome posting.
Pulls your audience from the source of truth.
SmartEngage queries your EHR, billing system, or RPM platform — pulls a clean, deduplicated list of patients who match the campaign rules.
- EHR-native audience pulls (Epic, Cerner, Athena, eCW).
- Billing AR aging buckets, recall queues, gap-in-care lists.
- Custom segments authored in SmartAnalytics.
› Source · Epic · gap-in-care · A1c overdue
› Filter · attributed PCP · Spanish preferred · 318 patients
› Deduped + opted-in · 286 patients qualified
Segments by signal — not just demographics.
SmartEngage segments your audience by intent signals — payment likelihood, no-show risk, recall freshness, language, channel preference — not just zip code and birthday.
- Risk-tier segmentation (likely-to-pay, lapsed, high-risk).
- Channel preference inferred from past response data.
- Language preference auto-detected from EHR + history.
› Segment · high-likelihood-to-pay · $187 balance
› Channel preference · SMS · es-MX
› Cohort built · 142 patients · Spanish SMS
Builds a cadence, not a one-off.
SmartEngage runs multi-touch sequences with the right cadence per workflow — 3 touches for confirmations, 5 for collections, 7 for chronic reactivation.
- 20+ pre-built outbound sequences by use case.
- Self-tuning cadence based on response rate per cohort.
- Suppression rules respect quiet hours + opt-outs.
› Sequence · collections · 5-touch · 14 days
› Cadence · day 1 SMS · day 3 voice · day 7 SMS
› Quiet hours · 9pm-8am local · suppressed
Picks the right channel for the right patient.
SmartEngage picks voice, SMS, or email — patient by patient — based on past response data and self-declared preferences. Channel waste is gone.
- Channel optimization per patient cohort.
- Cross-channel suppression (one SMS, no follow-up email).
- A/B per channel feeds back into segmentation.
› Channel pick · SMS for 88% · voice for 12%
› Suppression · 14 patients on opt-out · excluded
› Final batch · 128 SMS · 14 voice · go time
Sends — at the right minute, in the right tone.
SmartEngage times sends to highest-response windows by cohort. The message is your brand voice, in the patient's language, with the right specifics personalized.
- Send-time optimization by cohort + time zone.
- TCPA-compliant sending windows enforced.
- Per-message audit log preserved.
› Send window · 11:00-13:30 local · highest response
› Templates · es-MX · personalized · 128 SMS dispatched
› Voice batch · 14 calls · 11:42-12:08 · all completed
Listens for the response — and acts on it.
When a patient replies — confirms a visit, asks to reschedule, makes a payment, opts out — SmartEngage closes the loop inside the same conversation.
- Two-way SMS conversation with intent handling.
- Voice IVR + voicemail drop with consent.
- Opt-out propagation across all channels in real time.
› Reply · "C" · 41 patients confirmed in 8 minutes
› Reply · "P" · 18 patients paid via secure link
› Opt-out · 3 patients · suppressed across all channels
Posts outcomes back to the source.
Confirmations posted to the EHR. Payments to the billing system. Outcomes to SmartAnalytics. The campaign closes itself.
- Confirmed appointments written back to EHR calendar.
- Payment outcomes posted to AR system.
- Campaign-level analytics surfaced in SmartAnalytics.
› Outcome · 41 confirms posted to Epic · 18 payments to AR
› Lift · this campaign · +27% vs. baseline
› Dashboard · updated · SmartAnalytics
Communication Channels
Voice, SMS, email — one engine across all of them.
SMS
TCPA-aware two-way SMS for confirmations, payment links, reschedules, and recall. Self-tuning to highest-response windows.
Drip Campaigns
Templated email with personalization — recall, win-back, treatment plan follow-up — for cohorts that prefer email.
Drip campaigns for chronic care, post-visit education, and quality measure outreach — multilingual, branded.
Three places SmartEngage works the panel. While your team is in the room.
Use case 01
Collections that close themselves.
SmartEngage works the AR aging bucket weekly — voice + SMS, multi-touch cadence, secure-pay link in the message. Payment plans set up on the call.
- AR aging cohorts pulled live from your billing system.
- Secure pay-link generation with single-click payment.
- Auto payment plan setup with adjustable terms.
AR pull · 1,840 accounts · 30-90 day aging
↓
SmartEngage · 5-touch cadence · 14-day window
↓
Result · $312K collected · 488 plans set up
↓
Posted to AR · receipts SMS'd · clean audit log
Use case 02
Recall and reactivation that wakes the panel.
Lapsed patients, missed AWVs, overdue screenings — SmartEngage runs a multi-channel reactivation cadence and books visits without a single front-desk dial.
- Lapsed-patient cohorts pulled from EHR + scheduling.
- Self-scheduling SMS link with live calendar slots.
- Outcome posted back to EHR for HEDIS / ACO reporting.
Recall pull · 412 patients overdue 12mo+ visit
↓
SmartEngage · voice + SMS · es / en / vi
↓
218 patients booked · 89 self-scheduled by link
↓
EHR write-back · ACO closure · 53% reactivation
Use case 03
No-show recovery before the slot goes cold.
When a patient cancels or no-shows, SmartEngage runs a same-day reactivation sequence — texts the waitlist within 90s, offers virtual visits, books the slot before it's empty.
- Real-time cancellation triggers waitlist outreach.
- Same-day rescheduling for no-shows via SMS.
- Virtual visit fallback offered when slot is unrecoverable.
9:14am · 11 cancellations + 4 no-shows today
↓
SmartEngage · waitlist + same-day SMS in 60s
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13 slots rebooked · 2 virtual visits offered
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Recovery rate · 87% · revenue saved · $8,400
By the numbers
Numbers from SmartEngage deployments. Audited monthly.
Aggregated across enterprise healthcare organizations running SmartEngage campaigns today.
$7M+A/R RECOVERED · 7 MOS (42 NORTH)
$19M+COLLECTED · 8 MOS (100+ LOC DSO)
$1.5MOPERATIONAL SAVINGS · LARGE DSO
90 daysTO MEASURABLE ROI
Frequently asked questions
Common questions about SmartEngage.
Which outbound workflows does SmartEngage cover?
SmartEngage covers 13 outbound use cases across two categories. Proactive Engagement: Outbound Engagement (Standard & Advanced), Appointment Reminders, NPS & Satisfaction Surveys, Prescription Refill Reminders, Patient Recall & Reactivation, Care-Gap Closure (HEDIS/STARS), Pre-Visit Preparation Campaigns. Patient Accounting: Collections (Revenue Recovery), Co-Pay Collection Nudges, Missed Payment Plan Follow-up, Claim Status & Prior Auth Follow-up, Health Plan Enrollment.
Is SmartEngage TCPA-compliant?
Yes. SmartEngage enforces TCPA-aware sending windows, prior express consent gating, and global opt-out propagation. Audit logs are preserved per touch for compliance reporting.
Can SmartEngage segment by language and channel preference?
Yes. SmartEngage segments by language (50+ supported), preferred channel (voice, SMS, email), and behavioral signal — so each patient gets reached the right way the first time.
How does SmartEngage integrate with our EHR?
SmartEngage pulls audience lists, balance amounts, and recall queues directly from Epic, Cerner, Athena, eCW, NextGen — and writes outcome data back into the same chart your staff uses.
Is SmartEngage HIPAA-safe?
Yes — HIPAA, HITECH, SOC 2 Type II compliant. Every outreach is logged for audit, and PHI never leaves the BAA-covered environment.
How fast can we deploy SmartEngage?
Most customers go live in 45–75 days — typically faster than inbound, since the outbound workflows ship pre-tuned and audience integration is the main lift.
More questions? Talk to a SmartEngage specialist
Recover the revenue. Retain the patient. Automatically.
See how SmartEngage works for an organization like yours. Every aging balance worked, every overdue patient recalled, every care gap closed, every outcome measured and defensible.