Prioritize the opportune moment.
Occasio surfaces the most critical accounts in your AR with an AI-driven synopsis and a recommended next best action.
Take the guesswork out of your workflow.
Accounts prioritized for every rep
Each rep starts the day with their own accounts already ranked.
A synopsis of every action to date
Every touch, payer response and remit on the account, summarized in seconds.
An AI-driven next best action
The step most likely to get the account paid, ready before the rep opens it.
Providers lost $48 billion to final denials and bad debt in 2025.
That is up 25% in a single year. Most of it does not start as a lost cause. It starts as a delay: a missed request, a status call that should have been an escalation, an account no one touched in time.
Prioritizing your workday.
- 01
Reads your AR overnight
Open balances, remits, claim status and rep notes, from the extract you already produce.
- 02
Ranks what should be worked
Scores every account on filing deadline, dollars at stake and last touch, with rep activity checked against remits and claim status.
- 03
Recommends the next best action
A synopsis of where each account stands and the move that gets it paid, checked against your follow-up policy.
- 04
Assigns accounts to each representative
Sized to their hours and responsibilities, in a workqueue each morning.
What's behind every worklist.
Account-Level Priority Scoring
Every account scored on its timely filing deadline, dollars at stake and days since last touch, combined into one account-level score that orders each rep's worklist.
AI Synopsis and Next Best Action
A summary of actions to date and the recommended next steps to resolve the account.
Automatic QA of Every Account
Empower your managers with AI-powered, account-level resolution quality that validates whether each account is on or off track with your policies.
Multi-Datapoint Validation of User Notes
Every rep note is cross-referenced against remittance and claim status history before it counts.
Empower your managers.
Every account gets a QA verdict every morning. Pick one to see what Occasio caught, and why.
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