Collect and TrackPatient Payments
Collect card, cash, or check payments from the client record, generate itemized statements, and keep payment history connected to invoices.
Amount Due
$125.00
Card
Cash / Check
Invoice
Key Capabilities
Everything you need to streamline this part of your practice.
In-Office Card Processing
Collect card payments from the client record after connecting your practice payment account.
Saved Cards
Select an available saved card for a future charge or remove one when a patient requests it.
Cash and Check
Record non-card payments so the payment history reflects how the balance was collected.
Itemized Statements
Generate statements with selected invoices and a clear breakdown of services and balances.
Payment History
Review patient and insurance payment activity from dedicated billing views.
Invoice Connections
Keep collected payments connected to the relevant invoice and client balance.