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Dental payments

Payments and your practice-management software: an integration checklist

A good integration posts each payment to the right patient ledger automatically, handles refunds and partial payments correctly and gives you a report that ties back to the processor batch. Confirm each item with your specific software version before you rely on it.

Request a payment review Add up your all-in cost

Estimates only. Results vary. No guarantee of approval, rates or savings.

Questions to ask any payment vendor

  • Does it post payments to the patient ledger automatically — and both ways?
  • Which practice-management versions and deployments (cloud, server) are supported?
  • How are refunds, voids and partial payments posted?
  • Can staff permissions limit who issues refunds?
  • Is there a daily report that matches the batch?
  • What happens when posting fails — is there an exceptions queue?

Test before you switch

Ask for a test or reference practice using the same software. Run a week of transactions and reconcile them before going live.

Run the numbers

Blue = you enterGreen = calculatedGray = assumptionAmber/red = check this
$
$

All fees on the statement.

$
$
$
hrs
$

All-in collections cost / month

$8,350.00

Card effective rate

2.60%

Broader cost ÷ card volume

3.34%

Software

$850.00

Staff time

$1,000.00

About $100,200 a year to get paid.

The card effective rate and the broader ratio are different measures — the broader one includes non-card work, so don't compare it to a processor's quoted rate. Uses only your numbers; no vendor pricing assumed.

Build my financing planOr talk it through with your financing specialist →

Estimates only. Results vary. No guarantee of approval, rates or savings.

Estimates only. Results vary. No guarantee of approval, rates or savings.

Talk with a payments specialist

Common questions

Is an integration worth paying for?

Weigh its cost against staff time spent posting and fixing errors. The payment stack calculator can help.