CIVIE EasyPay
Get paid faster, with less friction and more trust.
Patients pay a medical bill in seconds: no login, no app, no confusion. An AI Billing Assistant answers the questions that stall payment and moves patients to pay.
Statement #100248Live session
- Bill explainedInsurance paid $940.00In progress
- Pay in full selectedPlan options set by the practiceNot yet
- Paid · $420.00Receipt emailedNot yet
The next sixty seconds
Three taps from opening the bill to a completed payment
The bill arrives
A statement in the mail. A text on the phone.
What happens in the next sixty seconds decides whether that balance becomes revenue or an aging receivable.
Meridian Valley Imaging
Today 9:14 AM
Pay your bill · Meridian Valley Imaging
pay.civie.com
Statement readyText · 9:41 AM
Illustrative patient journey
See it on your own statements.
Your bills and your billing system, three taps from text to paid.
The opportunity
Friction, not refusal, is why bills go unpaid
- Steps to pay
Typical portal: 9With EasyPay: 3 - Phone calls
Typical portal: 1With EasyPay: 0 - Time to paid
Typical portal: 29:40With EasyPay: 0:41
Illustrative: a typical patient portal against EasyPay, for one $420.00 bill. No account, no password, no phone call.
How patients pay
Three ways in. One balance.
Patients arrive however is easiest for them. Every on-ramp lands in the same verified Quick Pay session, with one place to pay and one set of analytics behind it.
- Pay in full or partialCard · server-verified balance
- Payment plan3 · 6 · 12 months
- Instant receiptPDF + email
Patient provides
#100248- Statement #
- Last name
- Date of birth
Optional one-time SMS code
Lands on
That single statement
Best for
The paper or PDF statement in hand.
The patient types the number printed on their statement, confirms last name and date of birth, and lands directly on that bill, ready to pay.
Clarity by design
The bill explains itself.
Every statement opens with the balance, a plain-language “Bill explained” and one obvious Pay Now. It's built only from the statement's real figures, so it restates the numbers and never invents them.
Bill explained
Where every dollar went, from the insurer's discount to what's left to pay. Hover the breakdown.
Explained by CIVIE AI
Insurance covered most of your MRI.
Here's where the $2,340.00 went.
- Insurer's discount−$780.00
- Insurance paid−$940.00
- You already paid−$200.00
- Left to pay$420.00
Amount outstanding
$420.00
Pay NowOR SET UP A PLAN
Enroll in a payment planSecure payment · HIPAA-compliant
Español, one tap
The whole checkout switches language, summary included.
Explicado por CIVIE AI
Su seguro cubrió la mayor parte de su resonancia.
Así se distribuyen los $2,340.00.
- Descuento del seguro−$780.00
- Pagó el seguro−$940.00
- Usted ya pagó−$200.00
- Saldo pendiente$420.00
Every open bill, one balance
A phone number finds every open statement. Pay them together, pay part of one, or untick the ones for another day.
Your statements
Amount Due$852.95
Pay $852.95Or spread it over a plan
Monthly plans from the server-verified balance, on terms your practice sets. PDF and email receipts arrive the moment a payment clears, batched for multi-bill payments.
Plans from Meridian Valley ImagingSplit $852.95 into monthly payments. Plan terms are set by your provider.Choose a Payment Plan
Payment History 2
Balance after this payment$0.00
$420.00Oct 9, 2026 · Visa •• 4242
$200.00Sep 28, 2026 · Visa •• 4242

The AI Billing Assistant
Questions, turned into payments.
Most stalled payments start with a question. The Billing Assistant answers it instantly from the patient's real numbers and guides them through to payment.
AI can make mistakes · Always verify important information

- Caller ID matched
- Verified · last name + date of birth
- 1 open bill · $875.00
- Paid · confirmation read back
Billing line
The same assistant, on the phone.
Sam verifies the caller, explains the balance, takes the payment and reads back the confirmation, with every figure taken from the record.
SamListening
Layered resolution
AI first. Humans last.
Each question is resolved at the lowest level that can handle it. Only what needs a person reaches one, with the full evidence trail attached, so no one starts from scratch.
AI · in the chat
Billing Assistant
Explains the bill, walks the patient through the fix and gathers evidence, such as a receipt, an EOB or an insurance card, right in the conversation.
Most questions end hereUnresolved: opens a ticket, evidence attached
AI · works the ticket
Specialized billing agent
Verifies and reconciles the evidence against the billing system, attempts resolution, and emails the patient for anything still missing.
Clears most tickets on its ownOnly what AI can't close
Human · last resort
Your billing team
Picks up the few cases AI can't resolve, with the evidence trail, the reconciliation and the agent's findings already in hand.
The exception, not the rule
Every ticket arrives with proof attached.
- Facts, never fabrications. Ticket contents are assembled from real records and OCR output: the AI writes the tone, never the numbers.
- No duplicate noise. Repeat requests within a day fold into the existing ticket, and rate limits stop runaway submissions.
- Fully audited. Every conversation turn and ticket is logged, with automatic priority when the language signals urgency.
REQ‑204817Payment not on account · Statement #100248
Resolved by AI1:15 AM · Billing AssistantRead receipt · $200.00 · Visa •• 4242
1:16 AM · Billing AssistantNo match on the account · ticket opened with evidence
6:20 AM · AI billing agentEmailed the patient for the bank confirmation
6:55 AM · AI billing agentBank proof reconciled · payment posted to the account
receipt-sep-28.pdfbank-confirmation.pdf
Security & trust
Security patients can see.
Before identity is proven, a guest sees nothing medical. Drag across the statement to compare what's shown before and after a patient confirms who they are.
Verified#100248
- Identity
- Last name + DOB
- Patient
- Jordan Rivera
- Provider
- Meridian Valley Imaging
- Insurance
- Blue Cross · ID ••• 4471
- Balance
- $420.00
Line items
- MRI lumbar spine · technical$1,960.00
- Radiologist's reading · professional$380.00
Before verification#100248
- Identity
- Not yet verified
- Patient
- J••••• R•••••
- Provider
- Imaging provider
- Insurance
- On file
- Balance
- Shown after verification
Line items
- Hidden
- Hidden
Nothing shown until identity is proven
Before verification there are no line items, procedure names or policy numbers. Names are anonymized and amounts generalized, so guessing a statement number reveals nothing.
Short-lived guest sessions
A verified session lasts about 30 minutes and ends on inactivity. Nothing sensitive stays in the browser, and each tab is isolated.
The card never touches our servers
Payments run through a PCI-compliant payment processor with hosted fields. Patients always pay the server-verified balance.
Anti-enumeration by design
Phone and identity checks answer the same way whether or not an account exists, and sensitive endpoints are rate-limited.
HIPAA-compliant, and it shows
Encryption in transit, PHI-minimized data, and a visible HIPAA and secure-payment lockup placed exactly where hesitation happens.
- Guest session29:41 leftEnds on inactivity · each tab isolated
- Card dataProcessor onlyHosted fields from a PCI-compliant payment processor
- Phone lookupSame answerWhether or not an account exists
Measurement
See exactly what converts.
One private journey ID follows every visit from first screen to receipt, so you can see where patients succeed, where they hesitate, and what drives payment. No PHI is ever recorded in analytics.
Quick Pay · Last 30 daysIllustrative data
- Quick Pay opens
- 437
- Verified sessions
- 352
- Completed payments
- 312
- Conversion
- 71.4%
- Median time-to-pay
- 1m 48s
Conversion funnel
- Phone submitted100% 182Entry
- Code verified88% 160−12%
- Identity confirmed84% 153−4%
- Statements selected79% 144−5%
- Payment viewed75% 137−4%
- Paid68% 124−7%
Plan adoption
- Paid in full64%
- 3 months14%
- 6 months13%
- 12 months9%
- Median time-to-pay
- 1m 48s
- Verified → paid
- 88.6%
- Where patients drop off. Step-by-step drop-off and idle abandonment, so you can see the exact screen that costs payments, and fix it.
- What engages them. Pay Now clicks, assistant chats, breakdown expands, receipt downloads and scroll depth: the signals behind a conversion.
- Plan adoption and outcomes. Full-pay vs. plan, term mix, payment method split, success vs. failure and the top failure reasons.
For your team
Ours underneath, or whatever you already run.
EasyPay runs natively on CIVIE RCM or alongside the billing system you have today. Patients get a faster way to pay. Your team keeps its workflow.
Existing clients
Nothing to migrate.
The statement numbers, phone records and account links your patients already have keep working with EasyPay.
Your billing systemEasyPayConnected
| What patients already have | Example | With EasyPay |
|---|---|---|
| Statement numbers | #100248 → pay.civie.com/s/100248 | Work as printed |
| Patient phone numbers | (214) •••-0182 → 3 open bills | Matched |
| Legacy account links | Existing links you already send | Still valid |
| Payments | $420.00 · Statement #100248 | Recorded |
Illustrative connection · Runs natively on CIVIE RCM or alongside the system you already use
New clients
Turnkey, and yours.
A complete hosted patient-payment experience, branded to your practice and ready to launch. Pick a practice: its logo, color and button style apply everywhere.
One template. Each practice's logo, colors and contact details are applied automatically. Illustrative, fictional practices.
Your bill, made simple.
Showing Meridian Valley Imaging
At a glance
Questions, answered.
No. Patients pay from a statement number, a phone number or a secure pay link. Identity is proven just-in-time, and the guest session expires on its own.
CIVIE EasyPay
Easy to understand. Easy to pay. Easy to trust.
The three things that turn a balance into revenue. See EasyPay with your own statements and billing system.