Present the plan and get paid with Patient Financials

Give the patient a coverage story they understand, take secure payment, and offer financing through the partners your practice configures.

Turn the plan into a yes

Patient Financials & Case Acceptance gives the patient a coverage story and treatment summary they understand, plus a clear way to pay.

  • A patient-facing coverage story and treatment summary.
  • Secure patient payments.
  • Financing through the partners a clinic configures (CareCredit, Sunbit, Wisetack).
  1. Share the coverage story: Walk the patient through what's covered and what's left in plain English.
  2. Take payment: Collect securely at the chair.
  3. Offer financing: Financing options appear based on the partners your practice has configured.

Financing partners are set per practice — you choose which appear.