Money

Money In, on One Bill.

Card payments at the desk and online, memberships that bill themselves, payment plans with consent, financing recorded on the patient, and a daily financial check that closes the day.

100%of membership revenue kept
1bill for software and processing
Dailyfinancial check
Daily Financial Check · Today
$12,480Collected
$3,910Patient portion
$8,570Insurance portion
Deposit line matches$12,480 ✓
Membership auto-billing14 members · $434
Payment plans due3 · $560

Payments

Card Payments

At the desk and online, on the same ledger.

Text-to-Pay

A link in a text, paid in a minute.

Payment Plans

With consent recorded and auto-charge.

Financing

Financing partners with the financing recorded on the patient.

Card Processing on One Bill

Processing moves to CarifyOne; your statement is matched, and you stop paying a second vendor.

Memberships and Loyalty

Plans and Tiers

Auto-billing to the card on file, posted to the ledger.

Join-Now Link

For your website and your texts.

Editable Templates

Your plan, your terms, your price.

Keep 100% of Plan Revenue

No vendor taking a percentage.

Loyalty

Points for kept appointments, treatment and referrals; rewards and tiers.

The Ledger

Charges, Payments, Adjustments, Statements

Credits shown as credits.

Daily Financial Check

Collected, patient portion, insurance portion, deposit line.

Practice Health

Overhead entry so owners see take-home, not just production.

Recoverable Balances

Open balances in the recovery queue, with payment recall working them.

Ready to Make the Move?

Book a 20-minute demo and we'll map your migration on the call. No slides, no pressure, and migration is on us.

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