Big treatment plans,
paid over months.
Big treatment plans,
paid over months.
Take the deposit today, schedule the rest to the same card, and let every payment post to the patient ledger without anyone re-keying it.
From the chair to the ledger.
- At checkout
The card goes on file, once
Stored against the patient rather than written on a form and shredded later. Nothing sensitive is kept in the practice.
- The same day
The plan is scheduled
Deposit now, the balance across agreed dates. The front desk sets it once and does not chase it again.
- Every payment
The ledger posts itself
Amount, date and patient land in your system, so the balance a clinician sees is the balance that was actually paid.
- If it fails
The retry is handled
An expired card is re-tried and the patient is texted a link. Nobody has to open a spreadsheet to find out.
Six things the desk stops doing by hand.
Card on file
Stored once, used again
Payment plans
Deposit now, balance scheduled
Text-to-pay
A link instead of a letter
Ledger posting
No re-keying at close
Failed payment retries
Handled before anyone notices
Receipts by email
Sent the moment it clears
In-house plans, or card only.
What changes when the practice can schedule a balance itself.
| Card only | With scheduled plans | |
|---|---|---|
| Larger treatment plans | Accepted or declined at the desk | Split across agreed dates |
| The balance | Chased by post and phone | Collected on schedule |
| Card details | Written on a form, filed somewhere | Stored once, never on paper |
| A failed payment | Found at month end | Re-tried and texted the same day |
| The patient ledger | Re-keyed by the desk | Posted automatically |
| Third-party finance | A separate application | Optional, not required |
Whether an in-house plan suits your practice depends on your case mix. We will say so plainly rather than sell you one.
From practices that moved
“The desk used to spend Friday afternoons on the phone about balances. That afternoon is back.”
“Patients say yes to the bigger plan more often now, because we can actually offer them a schedule.”
What practices ask
Send a month of collections and we will show you what would have changed.
Twenty minutes, no slide deck.
Twenty minutes, no slide deck.
Tell us your specialty and roughly what you collect a month. We will bring the numbers.
Tell us about the practice.
Specialty, chairs and roughly what you collect a month.
Contact Information
Multi-site groups get per-location ledgers, consolidated settlement, and a single compliance contact.
⏱️ We reply the same business day.