For healthcare revenue-cycle management (RCM) partners
CohesiveFIN helps revenue-cycle teams prioritize follow-up, automate patient outreach, and improve patient-pay collection performance across their client practices.
Built for healthcare revenue-cycle management organizations serving physician groups, clinics, and multi-practice provider networks — and suited to other receivables portfolios that need the same discipline.
Recovered MTD
$482,910
+23.4%
Days in AR
27.4
-9 days
Response rate
61.8%
+2.7x
Recovery velocity
Trailing 12 months
AR aging
Insight
1,284 balances under $200 are aging past 60 days — automated outreach could recover an estimated $96,300 this quarter.
The problem
RCM teams manage patient balances across many client practices at once. Manual queues, fragmented outreach, and inconsistent reporting make it hard to scale collector capacity — and harder still to show each practice what was actually done on its behalf.
How CFN works
Ingest and map patient A/R data, prioritize the worklist, run configured outreach, capture promises and payments, then report results by practice and across the portfolio.
Patient balances from every client practice are ingested or mapped into a single, consistent model.
Across client practices
Worklists put collector attention on the accounts most likely to move, instead of a flat queue.
Worklist-driven
Configured templates and schedules keep patient follow-up steady regardless of who is working the file.
Configured, not ad hoc
Promises to pay and payments are captured against the account and followed up when they slip.
Promise-to-pay visibility
Patient-pay performance is reported by practice and rolled up across the portfolio.
Practice and portfolio
One RCM workspace supports a portfolio of client practices through a repeatable onboarding pattern.
Multi-practice by design
Capabilities
Each area is configurable per client practice and works alongside the billing, practice-management, and payment systems you already run.
Ingest or map patient A/R data from each client practice and turn it into a prioritized follow-up worklist your collectors work every day.
Configure patient outreach once and schedule it consistently, so follow-up cadence no longer depends on who is working the queue.
Capture patient commitments and track them to completion, with clear visibility into what was promised, what was paid, and what needs another touch.
Connect the outreach step to your existing patient payment experience so a follow-up contact can convert into a payment without leaving the workflow.
Report patient-pay performance by client practice and across the portfolio, so results are easy to review internally and share with clients.
Supporting capability: every worklist action, outreach, promise, and payment is retained so activity can be reconstructed and explained.
The process
Five stages that replace manual queues and scattered follow-up with a repeatable routine your collectors run every day.
Patient A/R data arrives from each client practice and is mapped once to a consistent model.
Accounts are scored into worklists so collectors work the balances that matter first.
Configured templates and schedules trigger consistent patient follow-up.
Promises to pay and payments are recorded against the account as they happen.
Results are reported by client practice and across the whole portfolio.
Who it is for
CohesiveFIN is bought and operated by the RCM partner, and deployed across the client practices they serve.
Revenue-cycle management organizations managing patient A/R follow-up across multiple provider practices.
Teams responsible for patient-pay follow-up on behalf of their clients, looking to scale collector capacity.
Firms supporting physician groups, clinics, and multi-practice provider networks under one operating model.
What makes it different
Your team stays in control, the workflow stays visible, and the record of patient follow-up stays intact.
One organization, many client practices — worklists, templates, roles, and reporting all assume the RCM operating model rather than a single clinic.
CohesiveFIN sits beside your billing, claims, and practice-management systems. It does not replace core claims processing or your team.
Designed around healthcare data-handling practices: minimum-necessary information, role-based access, and practice-scoped separation.
Prioritization and outreach are configured by your operations leads, and people decide how accounts are worked.
Prioritization logic and account activity are visible and retained, not hidden behind a model.
The workflow reflects how revenue-cycle teams actually run patient A/R follow-up, informed by people who have done the work.
How it fits
CohesiveFIN works alongside your billing, practice-management, and payment systems. It does not replace core claims processing or your RCM team — it gives patient A/R follow-up a dedicated workflow.
| Stage | Your system continues to | CohesiveFIN adds |
|---|---|---|
| Patient A/R data | Your billing and practice-management systems remain the system of record | A mapped, consolidated view of patient balances across client practices |
| Claims processing | Core claims and payer work continues exactly as it does today | Nothing — CohesiveFIN is scoped to patient A/R follow-up only |
| Follow-up | Your collectors keep ownership of how accounts are worked | Prioritized worklists and configured outreach templates and schedules |
| Payments | Patients pay through your existing payment provider | Payment links attached to outreach, with promises to pay tracked to completion |
| Reporting | Your existing financial reporting stays untouched | Practice-level and portfolio patient-pay performance, with a retained activity trail |
Implementation
Onboarding is a defined setup, not an integration project. It fits alongside the systems you already run.
Your follow-up stages, prioritization rules, and worklist structure are configured to how your team operates.
Patient A/R fields from each client practice are mapped once to a consistent model and reused each cycle.
Outreach templates and cadence are set up per practice and balance profile, then reviewed before use.
Roles, practice scoping, and the reports you share with client practices are defined during onboarding.
Design-partner pilot
We are inviting a small number of RCM partners into a design-partner pilot. A pilot conversation covers:
FAQ
If something here isn't covered, an RCM workflow demo is the fastest way to get specifics.
Walk through prioritized worklists, outreach configuration, promise-to-pay tracking, and practice-level reporting with our team — then talk through a design-partner pilot for your client practices.
Contact
Tell us about your client practices, how patient A/R follow-up runs today, and the reporting you share with clients. We respond within one business day — and can take the conversation straight into a design-partner pilot.
CohesiveFIN
A division of Covalent Resource Group