Built to Simplify Complexity. Designed to Empower Staff.

Behind the scenes of every efficient practice are workflows that reconcile payments, manage overdue balances, and keep revenue predictable. CERTIFY Health’s Back-Office Workflows bring clarity and automation to the financial side of patient care so your teams spend less time chasing numbers and more time driving results.

The Problem with Manual Back-Office Ops

Unreconciled Payments

Manually matching payments across systems leads to errors, delays, and cash flow blind spots.

Overdue Balances

Without structured follow-up, unpaid accounts pile up, straining staff and eroding revenue.

Staff Overload

Billing teams spend hours cross-checking spreadsheets and generating reminders that often go unnoticed.

Compliance Gaps

Lack of audit trails increases risk in regulated environments.

How CERTIFY Health Solves It

Payment Reconciliation That Runs Itself

Our platform automates payment matching across payers, patient payments, and merchant services flagging discrepancies instantly. Reconcile faster, eliminate errors, and close your books with confidence.

Dunning Notices Done Right

CERTIFY Health automates patient-friendly dunning notices that are timely, compliant, and tailored to patient preferences. From first reminders to structured follow-up cycles, balances are resolved without straining staff or patient relationships.

Built-In Controls and Visibility

Role-based access, internal notes, and real-time alerts ensure your back-office team can collaborate securely while staying audit-ready.

Why Providers Trust CERTIFY Health

Fewer Errors

Automated reconciliation minimizes mismatches.

Faster Collections

Structured dunning sequences keep revenue flowing.

Lower Staff Burden

Free your team from repetitive manual follow-ups.

Compliance-First Design

HIPAA, HITRUST r2, AICPA SOC 2, and PCI DSS built in.

Secure, Connected, Scalable

CERTIFY Health’s Back-Office Workflows integrate seamlessly with your EHR, practice management system, and merchant payment services. Whether you’re a small clinic or a multi-location enterprise, your reconciliation and follow-up processes stay consistent, compliant, and efficient.

Ready to Prevent Denials at the Source?

With CERTIFY Health, eligibility checks are instant, coverage notes are visible, and re-verification happens automatically—protecting your revenue at every visit.

Schedule a free demo

Eliminate Check-In Delays | Prevent Claim Denials | Simplify Patient Workflows
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