What moves forward.
Receipts, invoices and plan paperwork remain tied to the account.
Private pay, rentals & register
Private-pay work, retail sales and insured claims need distinct money and paperwork paths.
THE OPERATING FLOW
What your team does.
- Create a sale, rental plan or invoice.
- Review billing-path changes and issue the appropriate document.
- Record payments or use a configured hosted payment link; reconcile the processor result.
When something changes.
Voids, returned items and reconciliation exceptions retain their history.
CONTROL POINT
Keep source facts, ownership and dates visible to the next person.
YOUR IMPLEMENTATION
Online payments require a configured processor and tested settlement/refund handling; recording a payment is not processing it.
Your operation. Your scope.See what changes
See what changes
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Selected modalities · agreed AI allowance
BAA and setup before patient data