Comprehensive Patient Engagement Made Simple

Health iPASS offers seamless payment  solutions that enable patients to make payments at any stage of the patient journey, using a variety of payment methods.

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Real-time Integrations

By integrating with most practice management systems, our patient intake and payment platform facilitates real-time updates of critical information such as schedules, demographics, insurance changes, payments, and more.

*The availability of certain features may vary depending on the practice management system being used.


Patients can access, view, and select the most convenient appointment for them in the online scheduling portal through the provider's website.

The system then automatically confirms the appointment and sends a confirmation to the patient, while updating the provider's practice management system in real-time.

Interactive Appointment Reminders

Send automated appointment reminders to patients via email, text message, or phone call. Patients can confirm or reschedule their appointment directly from the reminder message

Reminders can be customized to include details such as appointment time, location, and provider information, as well as any relevant instructions or pre-appointment requirements.

Express Check-in

Allow patients to check-in for their appointment using a self-service kiosk or mobile device, reducing wait times and improving the patient experience.

Patients can complete pre-appointment paperwork, update their personal and insurance information, and make any necessary payments through the check-in system.

Patient Pre-screeners

Enhance the Express Check-in process by incorporating one or multiple pre-screening questionnaires that cater to various requirements such as COVID-19 screeners, workers’ compensation and insurance issues, mental health screeners, and more, providing your staff with crucial information that they need to know before the patient arrives for their appointment.

Insurance Verification

Health iPASS verifies patient benefits by leveraging its connectivity with more than 900 payers, utilizing a powerful rule-based system that accurately identifies the appropriate benefits based on various factors such as provider, appointment type, and more.

Cost Estimator

Provide patients an accurate estimate, improve transparency and patient satisfaction, and reduce denied claims.

Using data from the patient's insurance plan and the provider's contracted rates, the Cost Estimator generates a personalized estimate of the patient's financial responsibility for the specific service or procedure they need.

Rule-based QuickForms

Health iPASS sets up rules to automatically assign the appropriate set of forms to patients before their arrival, based on various factors such as location, provider, appointment type, and other relevant attributes.

Mobile Patient Intake

With Health iPASS, patients can easily review and consent to policies such as HIPAA, Release of Information, and Financial Policy, as well as complete clinical forms.

The system automatically posts discrete data and PDFs into the provider's electronic health record (EHR) system, ensuring that all patient information is accurately and efficiently recorded.



In-clinic Check-in

Streamline patient check-in and payment collection with tabletop iPad kiosks. Confirm demographics, insurance, and contact information, and collect copays, prior balances, and out-of-pocket estimates. Patients can also authorize automatic residual balance charges with a single card swipe. Available for both iPad and Android tablets.


Send and receive SMS messages directly within Health iPASS. Patients can respond to messages, which appear as a chat stream inside the platform. This feature allows your team to communicate with patients in real-time, all tracked within Health iPASS, to provide a seamless patient experience.

Review of Benefits

Simplifies the insurance verification process for patients, helping them understand their costs based on the appointment type.

PSR Dashboard

Effortlessly manage patient check-ins and gain valuable operational and financial insights with Health iPASS' location-specific dashboard, which displays prioritized information in a convenient "inbox" and allows for remote monitoring and reporting down to the PSR-level.

Collect Payments & Secure a Card on File

Collect prior balances, copays, deposits, and out-of-pocket estimates, and securely authorize automatic payments for residual balances with a single card swipe.

Payment & Demographic Posting

Streamline your payment and demographic posting process by automatically posting all payments and demographic changes to your PM system with a high level of configurability, while ensuring clean data with the option to add review and audit steps.

Digital Receipts

Provide patients with detailed check-in/out receipts in real-time through automatic email delivery.

Digital In-clinic Forms

Send digital forms to patients via email or SMS for completion at the time of service from the Health iPASS dashboard with our In-clinic Digital Forms Management feature



Automated Electronic Billing

Electronically bills patients after claim adjudication on a daily or weekly basis.

Auto-debit Patient Balances

Automatically notifies patients of new charges after claim adjudication and collects their portion using the card on file for quick and simple payment. The patient's balance in PM is re-verified to ensure accurate billing.

Bill Reminders

Automate your patient bill reminders with customizable templates, delivering unlimited emails, SMS, and voice-based reminders to patients.


Send electronic bills to patients via email or SMS with Advanced eBilling. Patients can make secure payments directly from their mobile devices using Apple Pay and Google Pay.

Online Bill Pay

patients can conveniently make payments with their preferred card through a self-service payment portal for both paper and electronic bills.

Digital Receipts

Provide patients with detailed check-in/out receipts in real-time through automatic email delivery.

Flexible Payment Options

Offer flexible payment options allowing patients to pay any remaining balance in easy installments while being automatically notified prior to each payment, re-verified for accuracy, and posted to your practice management system for streamlined collection.

Post-visit Surveys

Gather valuable feedback and improve the patient experience by deploying post-visit surveys for your clinic, staff, and providers.


Ready to run your medical practice like a champ? Let’s talk.