Solution

Agentic AI for financial assistance. Make sure every eligible patient gets what they qualify for.

ArceeHQ’s agentic AI platform automatically screens every patient for charity care and government programs, handles the documentation, and keeps your compliance current without adding to your team’s workload.

More
Qualified patients enrolled in programs
Less
Uncompensated care written off
Better
Program compliance, automatically
Patient: E. WilliamsUnscreened
Balance: $6,400Self-pay
No eligibility screening completed at registration.
Assistance Screener
Programs foundENROLLED
Medicaid eligible$6,400
Application submitted. Full coverage secured.
Write-off prevented$6,400
The Problem

Most patients who qualify for assistance never apply.

Charity care and government assistance programs exist to protect patients from unaffordable medical debt. But without systematic screening, most of the patients who qualify walk out without anyone asking the question. ArceeHQ asks it for every patient, automatically.

Screening only reaches patients who self-identify
Financial assistance is typically offered to patients who ask for it. Patients who are embarrassed, overwhelmed, or simply unaware of programs they qualify for never get the conversation started.
Application documentation burden drives drop-offs
Charity care applications require income verification, household size documentation, and program-specific forms. Without guided support, most patients who start an application don’t finish it.
Charity care programs run on intention, not systems
Most organizations have a charity care policy on paper and a manual process in practice. Without systematic management, enrollment is inconsistent and compliance is assumed rather than verified.
Federal and state programs change faster than training
Medicaid thresholds, CHIP eligibility rules, and state-specific programs update regularly. Staff who aren’t current on eligibility criteria miss patients who qualify or route patients to the wrong program.
No feedback loop between write-offs and missed eligibility
When an account is written off as uncompensated care, nobody knows whether that patient was eligible for a program that was never offered. The loss is recorded but the root cause is invisible.
Every qualified patient enrolled. Every write-off explained.
ArceeHQ’s Assistance Screener checks every patient against every program they might qualify for, guides them through the application, and keeps your program management compliant and visible.
How Agentic AI Works for Financial Assistance

Two specialized agents focused on financial assistance. Backed by the full ArceeHQ orchestrator.

The Assistance Screener and Patient Liaison work continuously across your patient population, while the orchestrator handles complex cases and the Insights Synthesizer turns every enrollment into program-level and compliance-level visibility.

OrchestratorROUTING · GUARDRAILSClaims ValidatorDenial ResolverFinancingAssistanceScreenerAUTOPatient LiaisonAUTOInsightsSynthesizerREVIEW
Assistance Screener
Automatically screens every patient against charity care and government assistance programs, identifies eligibility, and initiates the application process without requiring staff involvement.
AUTO
Patient Liaison
Guides patients through document collection and application completion in their preferred channel, handling questions and follow-ups so staff don’t have to.
AUTO
Insights Synthesizer
Tracks program enrollment rates, write-off attribution, compliance status, and charity care utilization across your patient population, updated in real time.
REVIEW
Plus 3 more agents work across the full platform
OBSERVES

Systematic

Screens every patient, not just the ones who ask. Eligibility is checked proactively, not reactively.

PROPOSES AND ACTS

Guided

Doesn’t just identify eligibility. Walks patients through the application, collects documentation, and submits on their behalf within your configured parameters.

LEARNS WITHIN GUARDRAILS

Compliant

Program rules, income thresholds, and documentation requirements stay current automatically. Every enrollment is logged, auditable, and reportable for ACA and IRS Form 990 purposes.

Capabilities

Built for the messy reality of financial assistance programs.

From Medicaid enrollment to charity care documentation, ArceeHQ manages the full financial assistance workflow with program-specific intelligence and compliance built in.

Automated eligibility screening

Every patient is screened against every program they might qualify for: Medicaid, CHIP, ACA subsidies, and your organization’s charity care tiers. No patient falls through the gap.

  • Multi-program eligibility check
  • Real-time income and household screening
  • Automatic program matching

Guided application completion

The Patient Liaison guides patients through document collection, form completion, and submission in their preferred channel, removing the friction that causes most applications to stall.

  • Document collection via text or portal
  • Step-by-step application guidance
  • Automatic follow-up on incomplete applications

Charity care program management

Manage your full charity care program, not just individual applications. Enrollment rates, approval patterns, write-off attribution, and policy compliance, all tracked and reportable.

  • Program utilization tracking
  • Policy compliance monitoring
  • Board-ready program reporting

Medicaid and CHIP enrollment support

ArceeHQ handles Medicaid and CHIP applications end to end, including presumptive eligibility, retroactive coverage requests, and renewal tracking, across every state’s program rules.

  • Presumptive eligibility workflows
  • Retroactive coverage tracking
  • State-specific rule engine

Regulatory compliance tracking

Financial assistance programs are subject to ACA requirements, IRS Form 990 reporting, and state-specific rules. ArceeHQ keeps your compliance current as regulations change, without manual policy review.

  • ACA financial assistance policy compliance
  • IRS 990H reporting data
  • Regulatory change alerts

Program utilization analytics

See which programs are under-enrolled, which patient segments are slipping through, and where documentation friction is creating drop-off. Actionable data for program leadership and compliance teams.

  • Eligibility-to-enrollment conversion tracking
  • Drop-off analysis by program and step
  • Write-off attribution reporting
The Workflow

From encounter to enrolled, at every step.

Five moments where ArceeHQ turns an unscreened patient into an enrolled one.

1
Step 1 · Connect

Plug into your existing systems.

ArceeHQ connects to your EHR, patient access, and billing systems with no IT roadmap dependency. Read-only access, audit-logged at every layer. No engineering project on your team’s plate.

  • Live within days of contract signing
  • Works alongside existing patient access workflows
2
Step 2 · Screen

Every patient screened for every program they might qualify for.

The Assistance Screener checks income, household size, insurance status, and state residency against Medicaid, CHIP, and your organization’s charity care tiers. Screening happens before a balance is ever created.

  • Multi-program eligibility check at or before admission
  • Real-time state program rules applied
  • Presumptive eligibility determination
3
Step 3 · Qualify

Application started. Documentation collected without friction.

The Patient Liaison reaches out in the patient’s preferred channel, explains what they may qualify for, and guides them through the document collection process step by step. Incomplete applications get automatic follow-up.

  • Document requests via text or portal
  • Step-by-step patient guidance
  • Automatic follow-up on stalled applications
4
Step 4 · Enroll

Application reviewed. Enrollment confirmed. Account updated.

Within your configured approval guardrails, completed applications are processed and accounts updated automatically. Complex cases route to your financial counselors with full context, documentation, and a recommended determination attached.

  • Auto-approval for clear-cut eligibility cases
  • Staff queue with context for complex cases
  • Account balance updated on enrollment
5
Step 5 · Report

Every enrollment tracked. Every program visible. Every write-off explained.

The Insights Synthesizer turns every enrollment, denial, and write-off into program-level and compliance-level reporting. ACA financial assistance policy compliance, Form 990H data, and board-ready program utilization, all automatically maintained.

  • ACA policy compliance dashboard
  • Form 990H reporting data
  • Write-off attribution by missed eligibility
Results

Deliberate assistance programs, not accidental ones.

What systematic financial assistance management looks like in practice. The specific outcomes depend on your patient population, program mix, and baseline screening coverage.

Financial assistance enrollment rate, last 90 days
▲ Sustained improvement from baseline
pre-deployment baselinewith ArceeHQ
More
Qualified patients identified and enrolled in programs
Less
Uncompensated care written off unnecessarily
Faster
Time from encounter to enrollment decision
Better
Program compliance and documentation quality

Improvement trajectory is illustrative. Your results depend on patient population, current screening coverage, and program mix. We’ll model your specific scenario in a demo.

Plays nicely with your stack

Plug and play. Launch in days, not quarters.

ArceeHQ connects to your existing EHR, clearinghouse, and billing systems with no IT roadmap dependency and no engineering project on your team’s plate.

Your data stays in your environment. ArceeHQ is read-only by default and audit-logged at every layer.

Request a demo

Let’s redefine financial engagement together.

See how ArceeHQ can supercharge your revenue cycle. We’ll walk through the platform, discuss your specific systems and goals, and show measurable lift you can expect in the first 90 days.

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