Talk costs before the visit, not after
Assign financial counseling tasks — estimates, payment options, plans — and track that every patient was reached.
HIPAA compliant · AES-256 encrypted · Full audit trail
Surprise bills start with a conversation that never happened.
Surprise bills
Patients learn their costs after the fact — leading to disputes and bad debt.
Skipped conversations
Counseling gets skipped when no one owns the task.
Lower collections
Unclear costs upfront mean less collected at the point of care.
Assign it. Work it. Done.
Financial counseling work, assigned to a team member and tracked to done.
Flag the patient
Create a counseling task for patients who need it.
Assign
Route it to a financial counselor with a deadline before the visit.
Document
Record the estimate given and the plan agreed.
What changes for your practice.
- Fewer billing surprises
- More upfront collections
- Every at-risk patient counseled
- A record of each conversation
Built for the medical back office.
HIPAA-grade
AES-256 encryption, full audit trail, and a BAA on paid plans.
A layer on top
Works alongside your EMR — no migration, no rip-and-replace.
Full audit trail
Every task and update is timestamped, so nothing is lost.
Common questions
What is patient financial counseling software?
It tracks cost estimates, payment options, and counseling conversations as assignable tasks, so patients understand their costs before care.
Does it integrate with my EMR?
RCMTask works alongside your EMR via manual entry or Excel/CSV import today; real-time HL7/FHIR is on the roadmap.
Is it HIPAA compliant?
Yes — RCMTask is HIPAA-compliant, AES-256 encrypted, fully audit-trailed, with a BAA available on paid plans.
Works alongside
Document collection →
Turn each required document — ID, consent, intake form — into a task you assign and track until it is in hand.
No-show management →
Every missed appointment becomes a task to follow up, reschedule, and document — so no-shows do not just vanish.
Eligibility verification →
Make sure every patient’s coverage is checked before they arrive, with a record that shows it happened.
See it on your own workflow.
Start free with demo data, or book a walkthrough for your practice.