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ClearBalance Patient Financing (Recourse) Commentary
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Subject Expert
Josh Naegle
Associate Engagement Partner
KLAS Associate Engagement Partner - Josh Naegle
 

Commentary Summary

Performance details

Comment Type Breakout

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User Commentary

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Manager

Relationship

With ClearBalance Healthcare, from a facility standpoint, sometimes if there is a discrepancy, like...

Unrated
Apr 2026

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Manager

Relationship, Services, Value

The biggest benefit of using ClearBalance Healthcare is that they help our patients understand their...

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Apr 2026

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Manager

Loyalty

We're always looking for improvement. Healthcare is a tough business to be in. We've looked at quite...

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Apr 2026

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Director

Loyalty, Operations

With ClearBalance Healthcare, I would definitely tell a peer that using the firm is an easy process,...

Unrated
Apr 2026

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Director

Loyalty, Operations, Services

I would rate our satisfaction with the firm’s ability to help drive patient adoption of their...

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Apr 2026

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Director

Relationship, Services

I would rate ClearBalance Healthcare's account management very highly. My primary point of contact...

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Apr 2026

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Manager

Operations

We hired the firm as a payment option for our patients. They can have payment plans outside of what...

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Mar 2026

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Manager

Relationship, Operations

We are currently working on getting some updated materials, and that has been clunky. It seems like...

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Mar 2026

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Manager

Operations

We have been trying to get ClearBalance Patient Financing integrated into our EHR. That has been a...

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Mar 2026

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Director

Relationship, Value

ClearBalance HealthCare has exceeded our expectations just based on communications and how helpful...

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Feb 2026

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Director

Relationship, Operations, Services

ClearBalance HealthCare really comes to the table a lot to partner with us and find ways to help if...

Unrated
Nov 2025

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Director

Operations

We did have some issues on ClearBalance HealthCare’s side with the integration in our Epic system,...

Unrated
Nov 2025

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Director

Loyalty, Operations

ClearBalance HealthCare is such a great firm, and our patients love the services they provide. Their...

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Nov 2025

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Director

Operations

The one area where ClearBalance HealthCare does not have a lot of adoption is in the preservice...

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Nov 2025

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Manager

Loyalty, Relationship, Operations

I get hit up a lot to switch away from ClearBalance HealthCare, but I stay with them. I just really...

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Nov 2025

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Manager

Operations

ClearBalance HealthCare brought in specific people to work with us for a certain implementation, so...

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Nov 2025

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Manager

Relationship, Operations

ClearBalance HealthCare's executive leadership has not changed, but I have had some changes in who...

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Nov 2025

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Manager

Operations, Services

ClearBalance HealthCare needs to do some R&D and come up with more robust estimates. I would also...

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Nov 2025

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Manager

Operations, Value

Due to working with ClearBalance HealthCare, we are seeing a reduction in volume in recourse, an...

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Nov 2025

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Manager

Operations

Integrating ClearBalance HealthCare with our Epic solution went off without a hitch. It just worked...

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Nov 2025

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Manager

Relationship, Services

ClearBalance HealthCare has skin in the game, and we have had a lot of contract revisions. When we...

Unrated
Nov 2025

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CEO/President

Operations, Value

ClearBalance HealthCare’s services are easy for patients and our organization. Their services are...

Unrated
Nov 2025

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CEO/President

Operations

ClearBalance HealthCare’s onboarding for one of their new programs was the smoothest onboarding we...

Unrated
Nov 2025

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CEO/President

Operations

We hired ClearBalance HealthCare because it was a zero-interest program. They had very low recourse...

Unrated
Nov 2025

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CEO/President

Relationship, Operations

ClearBalance HealthCare’s technology is great, and they are constantly evolving what they can offer...

Unrated
Nov 2025

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Director

Relationship, Services

ClearBalance HealthCare hasn’t been quite as innovative recently about making it easy for patients...

Unrated
Sep 2025

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Manager

Operations

We had products in the past that made it so patients were locked into a hard term. Whatever the...

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Sep 2025

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Manager

Relationship, Operations

ClearBalance HealthCare is always trying to reach out about new products. They are very innovative....

Unrated
Sep 2025

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Manager

Relationship, Services

I have zero issues with ClearBalance HealthCare. They are great to work with, they listen to our...

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Sep 2025

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Manager

Operations

The only thing I would like from ClearBalance HealthCare would be the ability to take a down payment...

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Sep 2025

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VP/Other Executive

Operations

I don't get complaints when patients use ClearBalance’s products, and the firm's collections...

Unrated
Jun 2025

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VP/Other Executive

Loyalty, Relationship

ClearBalance has had some transitions in their executive leadership team, and as a result, they are...

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Jun 2025

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Director

Operations, Services, Value

ClearBalance HealthCare is trying to relieve the burden from our staff through their staff. There...

Unrated
Jun 2025

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Manager

Services

I know what is out there. I try to compare apples to apples regarding other funding companies and...

Unrated
May 2025

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Manager

Operations, Value

After the contract is signed, ClearBalance HealthCare doesn’t give us other expenses and charges....

Unrated
May 2025

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Manager

Relationship

ClearBalance HealthCare’s staff is really good at getting back with me on any requests or questions...

Unrated
May 2025

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Manager

Operations, Value

If someone wants to reduce their A/R, I would highly recommend and refer them to ClearBalance...

Unrated
May 2025

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