How-to · Revenue cycle · Cedar · Oct 20, 2026

Scope Cedar’s Kora billing voice agents to a short list of call types, and check transcripts before widening it

Cedar’s Kora Platform includes inbound and outbound billing voice agents and two-way text about balances, payments, insurance, and Medicaid enrollment. Containment counts calls the agent finished, not calls it finished correctly. This page shows how to start Kora on a short list of call types and widen it only after a person has read the transcripts.

How-to · Oct 20, 2026 · Cedar AI · Waystar AI

Who this is for

Patient-access directors, billing supervisors, and patient financial services managers at health systems and physician groups on Cedar. The job here is scoping patient billing calls. For turning on one Waystar autonomous claim-resubmission rule with a named billing supervisor — a different job on the payer side — see Waystar autonomous resubmit rule.

How to do it

This is a how-to, not a ranking of billing tools. Per the Cedar AI review, Cedar announced the Kora Platform on 13 August 2026 with inbound voice, outbound voice, two-way text in English and Spanish, and reporting. Cedar says anything clinical or out of scope routes to a person with case context, and that outbound calling is consent-aware. Cedar’s page describes Agent Copilot in the future tense, so ask whether it is live for you. The ground rule: verify insurance before any payment request, and offer financial assistance where it applies.

Simple mark for the Cedar how-to
Simple mark for this how-to. The diagram below is the three-step path, not a product screenshot.
Diagram of three steps: Allowed calls (short list); Inbound pilot (two weeks); Weekly review (then widen)
Simple workflow for this how-to: list the call types Kora may handle, then pilot inbound billing calls, then review transcripts weekly, then widen. A plain diagram, not a product screenshot.

1. List the call types Kora may handle

What it is: Write a short allow-list of inbound billing call types and an explicit list of what always goes to a person.

  • Allow: balance questions, bill explanations, insurance capture, simple payments.
  • Always to a person: anything clinical, disputes, financial hardship, guarantor questions with more than one account.
  • Confirm consent handling and opt-out behavior with Cedar.
  • Name the billing supervisor who listens to calls.
  • Keep outbound calls off during the pilot.
Concrete example (patient-access director)

A patient-access director at a three-hospital system writes four allowed inbound call types and five that always go to a person, including any caller who mentions losing a job.

Try this

Write two lists on one page: call types Kora may finish, and call types that always go to a person.

2. Pilot inbound billing calls

What it is: Turn on Kora for inbound billing calls on the allow-list only, and record both contained calls and handoffs.

  • Run the pilot for two weeks.
  • Track contained calls and handoffs separately.
  • Hold balances that have an insurance adjustment still to post.
  • Check the guarantor account on every payment.
  • Note any handoff where the patient had to repeat everything.
Concrete example (physician group pilot)

In two weeks, most contained calls are right. One quotes a balance before an insurance adjustment posted, and one takes a payment on the wrong guarantor account for a parent with two children. The supervisor fixes the guarantor rule and asks Cedar to hold balances with adjustments still to post.

Try this

For the pilot, keep a two-column log: contained calls and handoffs, each marked right or wrong.

3. Review transcripts weekly, then widen

What it is: Each week, the billing supervisor reads a sample of transcripts. Only after clean weeks do you add outbound calls, Bill Navigator explanations, or Cedar Cover enrollment help.

  • Read twenty contained calls and ten handoffs each week.
  • Before outbound calls, have the patient-access director approve every script and remove any that ask for payment before insurance is verified.
  • Before Bill Navigator goes to every patient, compare twenty explanations with the statement and explanation of benefits.
  • Before Cedar Cover matches go out without review, have a financial counselor check fifteen.
  • Add one capability at a time.
Concrete example (billing supervisor)

After three clean weeks, the director approves outbound scripts that ask about coverage first and offer financial assistance. A billing lead’s check of twenty Bill Navigator explanations finds two that call a deductible not yet met when the payer applied it in full, so explanations wait another month.

Try this

Every week, read twenty contained transcripts and ten handoffs. Add outbound, Bill Navigator, or Cedar Cover only after a clean week, one at a time.

Pricing context (October 2026)

This how-to isn’t a price sheet. Per the Cedar AI review, Cedar publishes no price list. When we checked on Oct 20, 2026, cedar.com/pricing returned not found and Cedar asks you to book a demo. Treat it as quote-only and ask whether Kora is priced per conversation, per resolved account, or as a share of collections. Dated October 2026.

Checked Oct 20, 2026 on the vendor’s own site: Cedar publishes no price list; cedar.com/pricing returned not found and Cedar’s site lists no prices. This page quotes no Cedar dollar figure; ask Cedar for a written quote and see our review for what is known.

Uncertainty: The only prices this site sells here are the optional $9 AI toolkit spreadsheet and $19 AI toolkit audit.

When this helps (honest take)

Useful when you have high patient-balance volume, a busy billing call center, and a supervisor who will read transcripts every week.

Not useful when you want outbound payment calls on day one, nobody will read transcripts, or your gap is payer denials rather than patient balances.

Related options (educational)

Where to look next for related jobs (educational, not a ranking)
NeedWhere to lookWhy
Patient billing voice and textCedar AIPrimary path; quote only
Payer-side claim resubmissionWaystar autonomous resubmit ruleA different job
Copays at intake and check-inPhreesia AIDifferent moment
Where patient billing fitsStack map: healthcare opsBroader map

FAQ

What is Cedar Kora?

Per our review, Cedar’s set of AI billing agents. Since 13 August 2026 the Kora Platform includes inbound voice, outbound voice, two-way text in English and Spanish, and reporting.

Is Agent Copilot live?

Cedar’s page describes it in the future tense. Ask Cedar whether it is live for your organization.

How much does Cedar cost?

Cedar publishes no prices. Treat it as quote-only (checked Oct 20, 2026).

Optional next step

If you want a one-page toolkit map for the tools you already pay for, use the optional $9 AI toolkit spreadsheet. If you want a short review of seat waste and unused tools, use the optional $19 AI toolkit audit. Neither is required to follow this how-to.

Affiliate disclosure: Some outbound product links may be affiliate links. We may earn a commission if you subscribe. Prices and features change — always verify on the vendor site. Full policy: disclosure.

Next steps