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.

Problem:

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.

Solution:

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.

Results:

Campaign Spotlight:

Looking ahead:

Pearly is testing QR codes and CRM integration to track direct mail performance more accurately. Future plans include A/B testing of mailer designs to identify what resonates most with patients.

Pearly intends to deepen its use of Lob’s address verification and print quality features to ensure mail reaches the correct recipients, reducing undeliverable returns and improving patient engagement.

Key Lob features supporting Pearly’s success

• CASS-certified address verification
  This feature minimizes undeliverable mail, ensuring accurate delivery and improving reliability.
• Reliable Print Delivery Network
  Lob’s network delivers high-quality print materials with reliable timelines, creating a consistent experience from setup to mailbox.
• Automated omnichannel campaigns
  Lob’s automation streamlines direct mail, saving days of manual work and reducing operational costs. This rings true for both Pearly’s customer practices and their own marketing efforts.

Conclusion

Lob powers Pearly’s omnichannel transformation

By adopting Lob’s direct mail solutions, Pearly successfully transformed both billing and marketing workflows. The omnichannel strategy combining digital and direct mail outreach has led to faster patient payments, cost savings, and improved internal marketing ROI. As Pearly continues to grow with Lob, they plan to further enhance direct mail strategies to support patient engagement and drive success across the dental industry.