Pearly
How Pearly elevated patient billing and marketing with Lob
Impact at a glance
Pearly, a dental RCM SaaS platform, empowers dental practices, DSOs, and private practices with advanced billing solutions.
By partnering with Lob for direct mail automation, Pearly expanded its clients’ patient billing from digital-only to a fully omnichannel model. This transformation allowed Pearly to increase collection rates and reduce payment times for their customers, while effectively scaling their own marketing campaigns.
Lob does the heavy lifting for all our direct mail campaigns, saving both our marketing team and our customers dozens of hours every month.
Streamlining dental practice billing and expanding their patient outreach
Pearly faced several challenges with their customers' initial billing process. Here's what they identified:
- Billing relied mainly on digital methods like SMS and email.
- Patients who preferred physical statements often ignored digital statements
- Digital-only billing led to delayed payments for some practices.
- Long overdue accounts increased the risk of write-offs on aging patient balances.
Streamlining direct mail marketing
Pearly also sought to expand its own marketing campaigns through direct mail, which was previously manually managed. The labor-intensive process restricted campaign scope and strained internal resources, limiting Pearly’s reach.
Lob + automation = omnichannel success
Pearly utilized Lob’s Print & Mail Automation to incorporate physical mail into the digital billing processes of their customer practices and their own internal marketing workflows, establishing an omnichannel strategy for both. Key enhancements included:
- Physical billing for high-risk accounts
With Lob’s API, Pearly sent physical billing statements to supplement digital reminders. This escalation effectively targeted overdue accounts, leading to improved collection rates. - Automated direct mail marketing
Using Lob’s platform, Pearly scaled its direct mail campaigns, reaching hundreds of practices instantly. This automation replaced manual tasks, freeing resources for other priorities.
Smooth implementation and integration with Lob
- Effortless Setup
Previously, sending out 900 mailers required days of effort. With Lob, it’s completed in one click, saving time and enabling Pearly to reassign resources to other tasks. - Reduced labor costs and time
Previously, sending out 900 mailers required days of effort. With Lob, it’s completed in one click, saving time and enabling Pearly to reassign resources to other tasks.
Campaign Spotlight:
120Water plans to expand mailing options within its platform, adding more mailing class choices, color printing, self-mailers, and additional postcard sizes to give customers greater flexibility.
For Warner, these enhancements build on the foundation Lob has already made possible:
“Lob has taken what used to be a bottleneck and turned it into one of our strongest capabilities,” she said. “Now we can focus on creating better experiences for the communities we serve, instead of worrying about whether we’ll hit a deadline.”
