Account Grouping
Simplify billing with automated file grouping.
Optimize online bill payments by allowing consumers to pay toward their full outstanding balance.
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Streamline Billing
Companionation — our automated account grouping feature — allows you to share important account details and resolve balances faster through aggregated balance presentment.
Easily Combine Sub-Accounts
Consumers can quickly and seamlessly connect separate accounts after verifying their identity. Any future files within the same group are automatically linked when the consumer logs in to your Portal.
Increase Account Resolution
Account Grouping makes it easier to share important account details, simplify balance presentment, and keep consumers informed of their full balance.
Simplified billing process
When multiple line items on a single bill are provided to you as separate files, Account Grouping programmatically keeps related files together for easier billing and payment.
How It Works
Merchants provide us with data on how files are related.
Our algorithm intelligently connects files.
Consumers can view a comprehensive breakdown of files.
Consumers can pay individual balances or an aggregate balance.
Products
Account Grouping via our Companionation feature comes standard with PORTAL PRO, creating the ideal solution for receivables firms and medical billers who have multiple accounts for a single consumer. On top of presenting an aggregated balance you can:
Account Grouping via our Companionation feature comes standard with PORTAL PRO, creating the ideal solution for receivables firms and medical billers who have multiple accounts for a single consumer.
Automatically group new accounts after identity verification
Aggregate payments to all linked accounts
Prevent payment on linked accounts
Let's Work Together
Join hundreds of businesses who power their business with HealPay. Contact us to schedule a demo or start customizing your perfect payment solution.
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