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How ChartRequest Follows Up on Every Open Balance Without a Calling Team

Open balances on records requests meant hours of manual calls, with the answers stuck in people's notes.

Every
open request called
Auto
promise-to-pay logging
One
view of every outcome
ChartRequest
ChartRequest
Company

ChartRequest handles medical record requests between healthcare providers and the patients, law firms and insurers who request records.

Industry

Medical records

Read time

3 min read

AI employees

Voice Rep

Channels

Voice

Published

By

The InstantReply.ai team

See it work

A conversation like the ones it handles every day

Phone call
Hannah, AI collections agent
Outbound call about request 20417
HannahI'm calling about medical records request 20417. There's an open balance of $48.50. When do you expect to take care of it?
RequesterWe'll get it paid by next Tuesday.
HannahThank you. I've noted Tuesday, October 20.
Promise to pay saved: Oct 20

Illustration based on the live system.

The Challenge

What ChartRequest was up against

Some requesters left invoices unpaid after records were released. Calling each open request to ask about payment took hours, and the answers lived in individual notes instead of the system.

The Approach

What InstantReply.ai built

InstantReply.ai built Hannah, an AI collections agent that calls requesters with open balances, asks politely when they plan to pay, handles common questions and writes the promised date and call outcome back into ChartRequest's system.

Calls every requester with an open balance

Asks when they plan to pay and handles common billing questions

Saves the promise-to-pay date and call outcome back to the system

Flags disputes and callback requests for the team

  1. Comes inOpen balance
  2. AI employeeHannah, AI collections
  3. OutcomePromise to pay
  4. Lands inChartRequest system
The Results

What changed

Open requests get called without tying up the team's day

Every promise to pay is recorded with a date the team can follow up on

The team sees every outcome in one place and steps in only when needed

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