Balances after insurance
The patient portion arrives weeks after treatment, when the visit is no longer front of mind.
Insurance pays its part and the rest sits on your ledger for months. Send a payment link the day the claim settles, take a deposit to hold the appointment, and let the front desk get back to patients.
$18,940.00
Outstanding after insurance
The problem
Clinical work ends and the money conversation begins — usually with the least-equipped person in the building, on the phone, between patients.
The patient portion arrives weeks after treatment, when the visit is no longer front of mind.
Chasing payment by phone competes directly with checking in the patients standing in front of them.
Without a deposit, an empty chair is unrecoverable revenue and a rescheduled patient.
Patients defer necessary work because the whole amount is due at once and no plan is offered.
Insurance cards, identification and consent forms get re-keyed by hand, with the errors that implies.
What was billed, what insurance covered and what the patient still owes live in separate systems.
What you'd use
Payment links, deposits and intake collection that work from the patient's phone, so the front desk doesn't have to chase.
Identity & verification
Every payment is risk-scored and can be stepped up to 3D Secure today. Next: the same identity checks that clear customers onto our own platform, opened up for yours — send a link and the customer proves who they are from their phone.
Your front desk is taking card numbers over the phone and matching them to a patient record, between appointments. Move that to a link the patient completes themselves, with the card checked and their identity confirmed before anything is charged.
A selfie checked against the photo ID, with liveness in the flow — so it is the actual person, not a photo of one.
The customer shows the card they are paying with and it is verified on the spot, before you hand anything over.
Licenses, permits, insurance certificates and tax forms collected from the customer's phone camera, with expiry tracked.
Every card payment gets a 0–100 risk score from our fraud screening before it is charged, and you choose the score that gets blocked.
The verification step carries your name and palette, so it reads as part of your business rather than a hand-off to someone else's.
Require issuer authentication on card payments above an amount you set, which usually moves fraud-dispute liability to the card issuer.
Verification session
LiveGetting started
No implementation project and no migration weekend. Open the account, connect what you already do, and start moving money.
Commercial checking in the practice's name with no monthly fee.
One reusable link to hold appointments and cut no-shows.
The patient pays from their phone rather than waiting for a statement in the mail.
Insurance cards, ID and consent forms arrive ahead of the appointment.
Businesses on the platform
US states supported
US-based support
Monthly platform fees
They open the link on their phone and pay by card, bank transfer, wallet or pay over time. There is no account to create and no portal password to reset.
Yes. Pay-over-time options are available at checkout, so a patient can spread the cost while the practice still receives the full amount up front.
Yes. A reusable deposit link can be sent when the appointment is booked, and it applies against the final balance when the patient attends.
No. It handles the money and the intake documents — collecting balances, taking deposits and holding patient paperwork. Your clinical charting and scheduling software stays where it is.
Documents are encrypted in transit and at rest and are visible only to staff you authorise, with every access logged. Collect only what your practice's own policies require you to hold.
Other industries
Same account underneath, arranged around a different set of problems.
Open a practice account and start texting balance links this week — with deposits and intake collection running from the same place.