Skip to content

Healthcare · Insurance & Billing

Patient Billing Policy

A written policy explaining how a healthcare practice bills patients and what patients owe and when.

What it usually contains

  • Payment due dates and accepted payment methods
  • Copay, deductible, and coinsurance collection rules
  • Insurance filing and claim follow-up responsibilities
  • Late fees, payment plans, and financial hardship options
  • Collections process and account referral steps

What the assistant uses it for

Answer questions about when a patient's balance is due, what happens if it goes unpaid, and whether payment plans or financial assistance are available. Also clarifies who is responsible for charges insurance does not cover.

How it is versioned

A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.

On one AI system

Everything your company knows.
One version that counts.

You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.