Case Study: Sierra Pacific Orthopedics automates over 80% of patient collections with NextGen Healthcare

Sierra Pacific Orthopedics Automates Over 80% of Collections With InstaMed

Sierra Pacific Orthopedics is a large musculoskeletal practice in Fresno, CA — with 22 physicians, about 50 providers and up to 500 patients a day — that struggled as patient responsibility rose with high-deductible health plans. Because many orthopedic visits involve unpredictable services (x‑rays, MRIs, unplanned surgery), the practice found it increasingly difficult to collect at point of service and needed a low‑touch, NextGen Enterprise PM‑compatible way to recover patient balances without adding staff burden.

By integrating InstaMed Auto Payment Collect with NextGen, Sierra Pacific securely saved cards at intake and automatically charged patient balances after claims were adjudicated, suppressing paper statements and sending email receipts. The automated workflow collected over 80% of post‑adjudication payments in year one, drove a 44% reduction in AR over 90 days (16% fewer days in AR), cut bad debt by 35%, reduced manual posting/reconciliation by 63%, and achieved nearly 100% card‑on‑file adoption among new patients.

Sierra Pacific Orthopedics

Joe Clark

CEO