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New Feature List

Statements & Accounts

View Statements

Access and review incoming statements as they become available.

Account & Transaction Histories

View complete transaction history and statement history associated with an account number.

Payments for Patients Without an Account

Accept payments even if a patient does not yet have an account number, and attach it later.

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Payment Methods & Fee Handling

Flexible Payment Methods

Process payments through various methods (including terminal payments).

Fee Assignment

Assign fees directly to the patient or split between the patient and the clinic.

Multi-Account Payments

Make payments to multiple account numbers in a single transaction.

Custom Payment Fields

Require custom fields based on your clinic’s preferences

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Payment Types (Encounters)

Co-Payment

A direct payment processed by the clinic, recorded as a co-payment.

Does not affect the statement balance.

Retail Payment

A direct payment for product purchases (from the Products tab), recorded as a retail transaction.

Does not affect the statement balance.

Collections Payment

Used exclusively for collections-related transactions.

Tracked independently and does not affect existing statement balances.

Payment on Account

Applies to both pending and future statements tied to the account number.

The only payment method that directly impacts statement balances.

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Patient Dashboard & Payment Plans

Clinic-Branded Dashboard

Patients access a customized portal (with the clinic’s logo) to view statements, make payments, and set up payment plans.

Payment Plans

Available for balances over $100.

Option to extend the scheduled payment date by 60 days if needed.

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Product Management & Dynamic Fields

Add/Edit Products

Manage a product list that appears as a searchable option for Retail Payments.

Dynamic Payment Fields

Configure custom fields (drop-down, text input, phone number, etc.) for each payment, capturing additional details.

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Facility & Terminal Management

Multiple Facility Access

Make payments across multiple facilities.

Set default terminals to streamline the process (no need to search through multiple terminals).

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Reporting & Exports

Manual Reports

Generate on-demand (manual) reports at any time and export them to CSV.

Automated Reports

Schedule encrypted report emails daily, weekly, or monthly.

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