We facilitate billing for your plans— so you stay paid and patients stay aligned.
DirectOD manages secure recurring billing, renewals, and monthly payouts—so your team focuses on care, not collections.
Built for consistent renewals, predictable revenue, and long-term growth.
Billing should keep plans active and revenue flowing without creating work for your team. From enrollment through renewal, everything runs automatically in the background so your practice can scale with confidence.
Across recurring plan charges, payments go through successfully the vast majority of the time. Smart retry logic, secure payment handling, and proactive reminders help reduce failed charges and prevent avoidable plan interruptions.
Patients renew automatically by default. That means retention doesn’t “reset” each year—your membership base keeps compounding.
Patients and businesses can enroll using the payment method that works best for them, while DirectOD handles billing, receipts, confirmations, and renewal notices automatically.
We automatically send billing confirmations, receipts, and renewal notices so patients always know what to expect. That reduces confusion, follow-ups, and front-desk interruptions.
A managed billing workflow that runs end to end, without burdening your team.
Patient enrollments, monthly payment verification, mass payouts, and auto renewals are orchestrated inside the DirectOD network.
Patient enrolls and a verified billing profile is created in the DirectOD network.
Each month on the patient’s billing cycle, we process the payment and verify collection.
We orchestrate mass payouts and manage payments so they’re sent to you in the correct batch.
We orchestrate auto renewal to properly maneuver the profile into a new contractual term.
Clear revenue recognition, predictable payouts, and full visibility.
We simplify how revenue is recognized, reported, and paid out so practices always know what they’ve earned, what’s been collected, and what’s coming next.
All recurring plan revenue is aggregated and issued as a single monthly bulk payout directly to your practice. This removes the need for daily reconciliation and keeps accounting clean and predictable.
Alongside each payout, we generate a detailed monthly revenue report that allows you to track earned revenue across plans, patients, and locations—independent of your EHR system.
Dynamic analytics allow you to track recurring revenue performance as it builds over time and monitor plan performance without waiting for monthly reports.
Each patient account includes a dedicated revenue recognition view, showing payment progress, collected amounts, and earned revenue tied directly to that patient’s plan.
A recovery system for failed payments built on detection, decisioning, and timing intelligence.
When a payment fails, RRS immediately initiates a structured recovery workflow. The balance is computed, outreach begins in under 30 seconds, and retry attempts are scheduled using adaptive timing logic— improving the likelihood of success without increasing staff workload.
Immediate detection
Payment failures are detected in real time and transitioned into recovery with full contextual state— including payment type, plan structure, prior attempts, and communication history.
Every failure enters the same structured process. Nothing relies on someone noticing it later.
Balance decisioning
The exact amount due is computed using plan rules, remaining installments, partial payments, and configurable policy logic—ensuring that outreach and retries reflect accurate numbers.
Precision in balance calculation reduces confusion and avoids unnecessary friction.
Orchestrated outreach
Communication is generated and delivered quickly using structured templates and cadence controls. Messaging adapts to context—first failure vs. repeated attempts—while maintaining a consistent office voice.
Designed to reduce inbound calls and operational interruptions.
Timing intelligence
Retry attempts and contact windows are selected using multi-signal timing analysis—incorporating time-of-day responsiveness, day-of-week patterns, pay-cycle signals, and month-level behavior. Cadence spacing dynamically adjusts to avoid repeated failures.
The objective is smarter sequencing, not more frequent reminders.