Connect the patient account to the patient
Patient engagement for Unlimited Financials
Unlimited Engagement adds patient-facing communication and payment capabilities to the information and workflows already managed in Unlimited Financials. Statements, reminders, estimates, and payments reach the patient, while balances, accounts, and financial activity stay managed in the core platform.
Unlimited Financials
Unlimited Financials manages the patient account. Unlimited Engagement connects that account with the patient.
PLATFORM FOUNDATIONS
What the platform is built on
Four things every specialty organization asks about before anything else.
THE MOVING PARTS
Unlimited Engagement at a glance
Unlimited Engagement covers the patient-facing side of the financial relationship, from the first appointment reminder to the final balance resolution, reading from and writing back to the same ledger Unlimited Financials uses for billing and A/R.
Electronic Statements
- Digital statement delivery
- Interactive ledger view
- Itemized balance detail
Balance & Payment Notifications
- Balance notifications
- Payment reminders
- Secure patient messaging
Patient Payment Experiences
- Real-time payment processing
- Card-on-file balance resolution
- Point-of-service collection
Financial Communications
- Patient responsibility information
- Cost and out-of-pocket estimates
- Patient assistance awareness
Appointment Communication
- Appointment reminder queues
- Treatment plan adherence alerts
- Demographic update prompts
IN PRACTICE
What Engagement actually does
ELECTRONIC STATEMENTS & PORTAL
One place for patients to see balances, statements, and messages
An interactive digital portal gives patients visibility into active ledgers and statements and securely connects them with your front office, reducing inbound calls and confusion about what they owe.
Patient invoicing software- Interactive digital portal displays active ledgers and itemized statements
- Secure, HIPAA-safe messaging keeps financial conversations off the phone queue
- Patients can review and respond to outstanding balances directly from the portal
- Portal activity reflects the same ledger Unlimited Financials uses for billing and A/R management
BALANCE NOTIFICATIONS & REMINDERS
Reach patients automatically, before issues become no-shows or denials
Automated text and email queues keep appointments on the books and treatment plans on track, with alerts when a patient's schedule drifts from the care plan recorded in Unlimited Financials.
- Automated text and email reminder queues support attendance and reduce last-minute cancellations
- Treatment plan adherence alerts notify your team when a patient's schedule drifts from their care plan
- Demographic update prompts catch insurance or contact changes before they cause denials downstream
- Appointment validation flags conflicts and overlaps before they reach the patient
PATIENT PAYMENT EXPERIENCES
Resolve balances at the moment patients are present
Secure, seamless payment collection without sacrificing security. Real-time processing and card-on-file let your team resolve balances on arrival, and every payment posts back to the patient ledger in Unlimited Financials.
Patient engagement software- Real-time payment processing with secure card-on-file resolves balances on arrival
- Payment estimates communicate out-of-pocket costs upfront, supporting point-of-service collections
- Payments post automatically to the patient ledger, removing manual reconciliation
- Location-based access rules protect PHI during every payment interaction
PATIENT RESPONSIBILITY & FINANCIAL COMMUNICATION
Give patients a clear picture of what they owe and why
Consolidated financial summaries give patients and staff a single view of coverage, liabilities, and outstanding issues, built from the eligibility and balance data already held in Unlimited Financials.
- Out-of-pocket estimates improve transparency ahead of treatment
- Summarized financial views give patients one picture of eligibility, liabilities, and balances
- Patient assistance program awareness surfaces support options during financial conversations
- Feedback survey dashboards monitor satisfaction across locations and providers
NOT A SEPARATE SYSTEM
How Unlimited Engagement connects to Unlimited Financials
Engagement is the patient-facing surface of the account. It does not hold its own balances: everything it shows a patient, and everything a patient pays, resolves against Unlimited Financials.
Balances and accounts stay in Unlimited Financials
Statements, notifications, and portal views are rendered from the live ledger in the core platform. There is no second set of books to reconcile and no export step between billing and what the patient sees.
Patient payments post straight to the ledger
A card-on-file payment or portal payment applies to the patient account in Financials automatically, so A/R, collections, and financial reporting reflect it without manual entry.
Outreach is driven by platform data
Reminder queues, adherence alerts, and estimates read from the schedules, authorizations, and eligibility already captured in Financials, which is why the messages are specific rather than generic.
BY THE NUMBERS
The platform behind Engagement
IN THEIR WORDS
What specialty practices say about Unlimited Systems
“Unlimited Financials has helped us tremendously at the front desk. We are checking patients in faster, collecting copays, and having the ability to apply them directly to their accounts.”
I'd love to set up a call to talk about SCOA, and the success we've had with Unlimited Financials.
The system continues to grow with features as it should, with how healthcare changes. So, if you are looking for a company that is innovative and truly cares, I would recommend Unlimited Financials.
Unlimited Financials has been the easiest and best practice management system I have used. It is easy to navigate and do what I need to do.
BUILT IN, NOT BOLTED ON
What you get on day one
HIPAA-safe digital collections
Electronic copay approvals and card-on-file payments run under location-based access rules that protect PHI while speeding collections.
Transparent cost conversations
Payment estimates give patients clear answers about what they'll owe, built from the coverage detail on their account.
Reminder queues tied to real schedules
Automated text and email queues and treatment plan adherence alerts read from the appointment data already in Unlimited Financials.
One ledger, two audiences
Your staff see the account in Financials; the patient sees the same account in the portal. Neither view drifts from the other.
QUESTIONS, ANSWERED
Frequently asked questions
What is Unlimited Engagement?
Unlimited Engagement is the patient engagement capability for Unlimited Financials. It delivers electronic statements, balance notifications, payment reminders, patient payment experiences, and financial communications for the accounts managed in the core platform.
Where are patient balances actually managed?
In Unlimited Financials. Engagement is the communication and payment layer on top of it: balances, accounts, and financial activity remain managed through Financials, which is what keeps the patient's view and your team's view identical.
Do patient payments post automatically?
Yes. Payments made through the portal or at the point of service apply to the patient ledger in Unlimited Financials automatically, so A/R and reporting stay current without manual reconciliation.
Is the patient portal secure?
The portal and all payment interactions run under HIPAA-safe, location-based access rules, with secure messaging replacing unsecured email or phone communication for financial matters.
GET STARTED
Connect patient communication to the patient account
See how statements, reminders, estimates, and payments reach patients, and how every one of them resolves back to the ledger in Unlimited Financials.
★★★★★5/5
★★★★★5/5
6,500+ specialty providers