Collectly vs TailorMed (2026)
Two products aimed at what patients owe, from opposite directions. Collectly runs the patient's financial path across the visit, from eligibility and cost estimates to statements, payment plans and a billing agent, with financing through a Sunbit partnership. TailorMed identifies financially at risk patients and matches them to assistance and manufacturer programs, automating enrollment inside health system workflows, and reports $7.4 billion in assistance secured. One recovers what a patient owes; the other reduces it. An organization running both should decide which patients go where, because the same person can enter either workflow and the order changes the outcome.
- The patient financial path in one place, from eligibility and estimates to statements, payment plans and financing.
- Billie, a billing agent that answers questions, explains balances, resolves disputes and takes payments in more than 250 languages.
- A bidirectional Epic integration and more than 20 record and practice management systems.
- Identifies financially at risk patients and matches them to assistance and manufacturer programs, with enrollment automated from live EHR data.
- Five lines, from the care team platform and a patient self serve experience to a service pairing software with human navigators.
- Serves health systems, oncology practices, infusion centers and pharmacies, and reports $7.4 billion in assistance secured.
This comparison is published by AI Health Index, an independent research platform that compares healthcare AI vendors objectively. Collectly and TailorMed are each graded against the same capability taxonomy, from each vendor's own public materials and the regulatory record, under the AI Health Index verification standard. No vendor pays for placement, and no vendor has reviewed this page. How this evidence is graded
Plain facts
| Fact | Collectly | TailorMed |
|---|---|---|
| Primary category | RCM & Prior Auth AI | Healthcare Administrative Automation |
| Founded | Not recorded | 2016 |
| Headquarters | San Francisco, California | New York, New York, United States |
| Website | collectly.co | tailormed.com |
Side by Side
Select any grade to read the note behind it.
Each vendor in one paragraph
Written to be quoted whole. Each paragraph opens the AI Health Index profile of the vendor: what the product is, who buys it and what it does.
Collectly sells AI revenue cycle automation for patient financial work across the visit. Before the visit, pre-visit intake automation handles digital check-in, insurance card capture, coverage checks, demographic validation and consents. An AI eligibility and benefits agent verifies coverage, retrieves benefits from clearinghouses and payer portals, interprets copays, deductibles and carve-outs, and identifies prior authorization requirements, and AI cost estimation produces patient responsibility and good faith estimates.
Source: AI Health Index, September 2026
Medication access and financial navigation platform that identifies financially at risk patients, matches them against a large network of financial assistance and manufacturer programs, and automates enrollment inside health system workflows using live EHR data.
Source: AI Health Index, September 2026
Questions buyers ask
How are Collectly and TailorMed priced and sold?
Collectly sells through demo requests to medical groups, health systems, billing and revenue cycle companies (which white-label it) and record system vendors (which embed it); the demo form asks for provider count.
With TailorMed, the company monetizes on several sides at once: a care team platform sold to providers, a patient facing product, a tech enabled service arm, and separately digital solutions sold to life sciences companies to improve access and time to therapy across its network. A provider is buying from a company that is also selling to the manufacturers whose assistance programs the platform matches patients into. From the AI Health Index, drawn from each vendor's own published materials and the regulatory record, verified September 25, 2026. No vendor pays for placement.
How do Collectly and TailorMed handle patient data?
Collectly describes encryption, access control, audit logs and card tokenization through its processor. It also says Billie 'has been trained on hundreds of thousands of real-world patient billing questions', without saying whose conversations those were, whether they were de-identified, or whether customers' patient interactions continue to train the agent.
The privacy notice covers patients whose data reaches TailorMed through its customers, and states general handling: encryption in transit and at rest, access limited to a small number of authorized staff under confidentiality commitments, retention for as long as needed to provide the services, and a security program said to comply with HIPAA and HITECH. From the AI Health Index, drawn from each vendor's own published materials and the regulatory record, verified September 25, 2026. No vendor pays for placement.
What evidence is published for Collectly and TailorMed?
A 2021 case study published through the athenahealth marketplace credits Collectly at CleanSlate Centers, an addiction treatment provider with 76 centers in 10 states, with patient collections up by over 250 percent, paper statements down by over 80 percent and a return on investment above 650 percent.
In TailorMed's case, the Complete page reports a 44 percent increase in program approvals and 49 percent fewer accounts receivable days on assistance claims. A named customer, Highlands Oncology Group, reports a 35 percent increase in patients assisted and $1.3 million in copay assistance claimed in a year, and 28 days to return on investment. From the AI Health Index, drawn from each vendor's own published materials and the regulatory record, verified September 25, 2026. No vendor pays for placement.
How much do Collectly and TailorMed leave to the clinician?
For Collectly, the eligibility agent works autonomously 'with human review only when needed' and flags edge cases. When payer data is incomplete or ambiguous it 'applies learned reasoning patterns to infer missing details', so some copay and benefit figures shown to staff or patients may be inferred rather than returned by the payer.
With TailorMed, the structure itself is partly described. Navigators work queues the platform builds, forms are pre filled from live record data, and signatures are captured digitally. From the AI Health Index, drawn from each vendor's own published materials and the regulatory record, verified September 25, 2026. No vendor pays for placement.
Related comparisons
Other published head to head assessments involving these vendors or their closest peers. The full set for this category is on the RCM & Prior Auth AI page.
Both records were reviewed on this site in September 2026. TailorMed also sells digital products to manufacturers across its network, so ask what patient data that side of the business uses.
Neither publishes results by patient group, and outreach that performs unevenly falls hardest on the patients least able to absorb a balance.