What is intelliStatement?

Automated Revenue Cycle Enhancement solution geared toward self-pay and “balance after insurance” accounts. By automating your groups’ best practices, you can be assured that your in-house collection efforts are being executed in a highly productive manner with a minimal amount of overhead. Consider intelliStatement® as an alternative to costly pre-collection or early out programs.


Campaigns can be triggered using key fields within the data file or elements like the last encounter, outstanding balance, total balance owed, etc. to launch complementary services that accompany the delivery of the statement.

Our full variable color statements and letters empower you to accomplish multiple goals: Custom or Targeted Messages - Promote important health system events and services through selective color and graphic variable messaging. Reinforce any branding or style initiatives by your system.


PM System Integrations


See What We Can Do!


Want to see what we can do with your data? We offer a variety of different statement and/or invoice styles and designs that can be personalized to your brand or organization. Fill out the form below, acknowledge our BAA to be navigated to an external HIPAA compliant environment, send us data you want to see in statement and/or invoice form, and within at least 5 business days we’ll send you the finished product. If we do not have a parser for your data or need to create a parser for you, we will reach out to you about the different options we have to offer.

Name *
BAA Acknowledge *
The Parties have entered into a relationship under which Business Associate may receive, use, obtain, access or create Protected Health Information from or on behalf of Covered Entity in the course of processing, storing, displaying, translating, transmitting, printing or electronically delivering health care transactions and other patient data and communications or using it to create mockups for review (collectively, the "Services"). The BAA is located on the left button labeled, "BAA Agreement".

Statement Samples

How intelliStatement turns documents into effective communication.
Intelligence from the data file received allow campaigns to be automated that influence responsible payment by the guarantor or patient/customer.


  • Applying business rules to individualize and personalize documents.

  • Creating innovative design formats that enhance payment.

  • Providing web-based services that improve customer service and accelerate cash flow.

  • Providing custom backers included in your Statement set.

  • Providing the option of bilingual billing.

90-day viewing and storage capabilities with intelliStatement.
Imagine a patient calls you with a question regarding a service that you provided for them. This service was sent to them in the form of a statement or invoice and was filed incorrectly or got lost in the pile of other invoices. This causes issues for not only your organization but will also likely frustrate your clients and/or customers.

intelliStatement's inherent eView feature completely reduces the risk of the situation above happening within your organization by natively allowing you to view statements or invoices that were processed from the cloud. You can pull up the PDF of the statement or invoice instantaneously while on the phone or responding to your client and/or customer. Stored invoices and/or statements within eView are readily available for 90 days.

Document suppression capabilities with intelliStatement.
As you work through the automation process that intelliStatement provides, you may realize that there are multiple statements or invoices that you do not want to be shown. From within the solution, you can set business rules and make statements visible or invisible through document suppression capabilities.
intelliStatement utilizes Customer Access Plus to include web preview capabiltiies.
Give your patients & clients the inherent ability for email delivery options & payment.

Customer Access Plus web portal email delivery means the end-user will receive an email notification when their statement is available and ready to be viewed online. Once made available, the client and/or patient can pay their invoice or statement in a total PCI compliant and secure environment.

Also available as a Customer Access + service is the ability for us to create custom payment portals that are cohesive with your organization's branding. We'll help bring your brand to life with a modern and simplistic login screen.

Automated Phone Call capabilities with intelliStatement
Collection calls and other patient notification calls just got easier with ReminderPlus™. Etactics' integrated, automated and live phone call follow-up service, utilizes Interactive Voice Response (IVR) technology. There is no special software or equipment to buy or install. This value-added service includes full customization and complete reporting to positively improve your A/R. It features:
  • Automatically triggered by remaining balance aging.

  • Prompts for "call to action," confirmation or redirection to your office can be included.

  • Complete call log reports include a record of calls placed and calls successfully delivered.

  • Cost effective live calls that free up your office staff’s time.

  • Live phone calls with bilingual options.

Transpromotional Banner capabilities with intelliStatement.

Empower yourself to accomplish multiple goals with our full variable color statements.

  • Custom or Targeted Messages - Promote important health system events and services through selective color and graphic variable messaging. Reinforce any branding or style initiatives by your system.

  • Accelerated Payments - Clearly communicate your payment expectations. Incorporate full-color credit card logos and highlighted dunning messages that change with each cycle. Drive payment activity to a website for quicker and easier payments.

PDF Archive capabilities with intelliStatement.
Download and store PDF images of their statements on their local networks. PDF archive allows users to download and store PDF images of their statements on their local networks. PDF Archive works in tandem with eView and can hold records for longer periods of time. If you are dealing with a delinquent account that is taking abnormally long to pay their invoice and/or statement, PDF Archive can hold a record of their documents to ensure that you can more easily keep track of what they owe your organization.
Custom Invoicing capabilities with intelliStatement.
Visualize your invoice in a whole new light. Let’s face it, your ERP or billing platform was never meant to create itemized or custom invoices. Etactics’ Accelerated Document Composition™ solution enables you to better visualize the itemized invoice you are trying to create and share it with your clients electronically when it’s completed.


  • Centralized - Visualize managing data from any source—including an invoice or statement file—in one place, or ConnectPlus®.

  • Automated - Automatically create a custom invoice using the report writing query tool within ConnectPlus®.

  • Get Paid - Customizing and delivering an invoice according to your customer’s requirements ensures timely and responsible payment.

  • Go Electronic - Your clients can receive the custom invoice as an email attachment or have them access the document thru a presentment portal.

  • Impress - Manage the details and charges according to your customer's demands. Ideal for accounting for assets or charges by location, business until, groups, cost centers, etc.


The Fully-Integrated Live Event Tracker, or FILE Tracker, is one of our newest features that we've made available to all of our intelliStatement clients. F.I.L.E. Tracker gives each user an instant view of what is happening to their file, in real-time, right from the table of the solution.

Clicking on one of the F.I.L.E. Tracker 's from within its own column will open a more detailed view with an explanation of what stage your transactional documents are undertaking. eCorrect users will have the opportunity to enjoy an even more detailed view from within this window that indicates which files are going through the eApprove phase. Our goal is to make managing your transactional documents a seamless experience. 

The Statement Cycle with intelliStatement