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Bring the account to the patient.

Unlimited Engagement brings statements, reminders, estimates, and payments to patients, straight from the ledger in Unlimited Financials.

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★★★★★4.8/5G2★★★★★5/5Gartner4.4/5GetApp★★★★★5/5
6,500+ specialty providersSOC 2 certified
Smiling older woman on her sofa at home reviewing something on her phone

Every patient touchpoint, connected.

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.

Physician in a white coat talking with a patient
Patient statementPatient portal
  • Office visit
  • Infusion administration
  • Lab work

One ledger. Two audiences.

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.

  1. 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.

  2. It flags what needs a person

    Treatment plan adherence alerts notify your team when a patient’s schedule drifts from their care plan, before it turns into a missed treatment or a denial.

  3. 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.

  4. 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.

Father smiling at his phone at the kitchen table while his daughter draws beside him

Unlimited Financials manages the patient account.Unlimited Engagement connects it with the patient.

Patients see the same account your staff see, and every payment resolves to it.

What Unlimited Engagement actually does.

Four jobs that reach the patient, all resolving to the account in Unlimited Financials.

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.

  • 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
Patient invoicing software

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
Front desk of a modern medical clinic

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.

  • 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 engagement software
Signing authorization paperwork with a pen at a desk

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

The platform behind every patient conversation.

Unlimited Engagement runs on Unlimited Financials. These are the platform’s numbers across its clients.

Patient payments
$4.2B+
Patients annually
3M+
Specialty locations
4,500+
Specialty providers
6,500+

“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.”

Jennifer ChaseLead Receptionist, Oregon Oncology Specialists
Two specialty practice staff members working together at the front desk, one on a tablet and one on the phone

Built in, not bolted on.

HIPAA-safe digital collections

Electronic copay approvals and card-on-file payments run under location-based access rules that protect PHI while speeding collections.

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.

Transparent cost conversations

Payment estimates give patients clear answers about what they'll owe, built from the coverage detail on their account.

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.

How we got here: the innovation story

FOR YOUR SPECIALTY

Unlimited Engagement for your specialty

Unlimited Engagement runs on the same specialty-built foundation as Unlimited Financials, so the codes, modifiers, and payer rules your specialty bills on carry through.

Cancer Care

Regimen-aware billing, drug waste modifiers, and episode-based treatment cycles handled natively.

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Infusion Services

Chair scheduling, biologic drug calculators, and co-pay assistance tracking in one ledger.

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Gastroenterology

High-volume scope recalls, pathology tracking, and multi-tiered anesthesia claims.

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Rheumatology

Biologic pre-approvals, joint count charting, and specialty drug billing profiles.

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Cardiology

Complex diagnostics, device tracking, and high-frequency in-office procedures.

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Urology

Urodynamic testing, robotic surgical assists, and specialized diagnostic coding.

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Dermatology

Mohs surgery billing, cosmetic procedures, and pathology tracking.

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Diagnostic Imaging

PACS-linked claims, radiology pre-authorization, and high-capacity scan volumes.

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Neurology

Infusion-based therapies, long-term treatment plans, and diagnostic study billing.

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Ophthalmology

Retina injection billing, visual field sync, and optical retail alongside clinical claims.

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Nephrology

ESRD recurring billing parameters, vascular access logs, and home dialysis tracking.

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Multi-Specialty

Unify disparate specialty revenue cycles under one ledger and one set of rules.

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ALL SPECIALTIES

Hear It From Our Clients

Specialty practices describe, in their own words, what changed after moving to Unlimited Systems.

A staff member working at her desk at Hematology and Oncology Associates of Northeastern PA
Video testimonial

Hematology and Oncology Associates of Northeastern PA

Dunmore, PennsylvaniaIndependent Hematology & Oncology
“As I look back at the transition, the support and the collaboration with the folks at Unlimited really helped make us feel at ease. We had a partner that really wanted us to be successful.”

- Michelle Leandri, CEO, Hematology and Oncology Associates of Northeastern PA

  • Days in A/R shrank from 21 to 15, consistently.
  • Charges go out the next day.
  • Less manual work, more clean claims, and stronger cash flow.
Read the full case study

Questions buyers ask.

Bring your statement process and front-desk collections workflow to a demo and we’ll answer the rest against them.

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.

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.

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.

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.

Request DemoExplore Financials
★★★★★4.8/5G2★★★★★5/5Gartner4.4/5GetApp★★★★★5/5
6,500+ specialty providersSOC 2 certified