Who Lockbox is for
One operating system. Four leadership priorities.
Lockbox gives each executive the same connected operation, seen through the outcomes they own: growth, economics, execution, and systems risk.
Lockbox operating layer
One place to run the work
Choose your view
Start with the outcome you own.
CEOs
Grow the client base without growing the staff required to support it.
CFOs
Increase throughput and lower the cost of collection.
COOs
Turn operating playbooks into controlled daily execution.
CTOs & CIOs
Automate across client systems without a backend integration program.
Who It’s For / CEOs
Grow the client base without growing the staff behind it.
Lockbox gives RCM leaders a standardized, automated operating layer that supports more clients, more services, and evolving delivery models.
Support more volume
Use prioritized work and automation to increase capacity across the existing team.
Sell something different
Add a visible technology layer on top of a traditional services offering at a competitive price.
Adapt the workforce
Standardize execution across onshore, offshore, hybrid, or changing team structures.
Who It’s For / CFOs
Lower cost of collection without hiding the levers.
Lockbox reduces tedious touches, increases accounts worked per person, and creates a clearer operating view of performance delivered to clients.
Reduce touch cost
Automate repeatable portal, clearinghouse, and reconciliation work.
Increase throughput
Prioritized queues help staff spend more of the day on the accounts that require action.
Price predictably
Choose a flat-rate model or a hybrid model tied to automated actions, not added headcount.
Who It’s For / COOs
Turn operations into a controlled, repeatable system.
The next account is already in front of each team member, the required action is clear, and the work they record is structured.
Auto-distributed work
Route the right account to the right person at the right time.
On-script decisions
Use structured prompts and note capture to reduce variation and wrong turns.
Less rework
Keep actions, notes, and automated follow-up connected across systems.
Who It’s For / CTOs & CIOs
Cross-system automation without a backend integration program.
Lockbox uses browser-based access with a username and password per client system, with no database access and no dependency on backend APIs.
No API dependency
Work across portals, EMRs, PM systems, and clearinghouses even when APIs are limited or unavailable.
Controlled access
Give one automation access to a payer portal instead of distributing shared credentials across staff.
Configurable environment
Adapt the operating layer to each client’s system mix and your specialty mix.
A walkthrough built around your operation
Bring the whole leadership team into one operating conversation.
Bring your system mix, client model, and hardest workflow. We’ll map the Lockbox operating layer to the way your team works.