Payment Processing

Card details are captured at registration and stored as a PCI DSS compliant token, not raw data, enabling easy post-visit payment without leaving a card each time.

SMS payment links are sent automatically after each appointment, showing the patient's balance and linking to a mobile page that accepts card, wallet, or bank transfer in under 60 seconds.

Patients get instant SMS and email payment confirmation with a PDF receipt, eliminating manual receipt creation and follow-up from patients missing confirmations.

Patients see their outstanding balance by visit and procedure when they log in, with itemized details that reduce billing disputes from unclear statements.

Portal payments accept cards, digital wallets, and bank transfers, with payment plans for large balances and instant automated receipts after settlement.

For DSO operators, portal payments from all locations appear in one dashboard, showing collections, outstanding balances, and payment methods by location and practice.

Payments from any channel, in-person, text-to-pay, portal, or EFT, are auto-posted to the correct patient account, eliminating hours of daily manual billing work.

ERA files from payers are auto-matched to claims, with exceptions flagged for review, speeding cash posting and preventing misapplied patient payments.

Unmatched payments appear in a prioritized exception queue with details to resolve them quickly, letting your billing team focus on real exceptions instead of routine matches.