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PLATINUM PAYMENTS · REVENUE

Collect more, collect faster.

Integrated card, ACH and text-to-pay — payments that post themselves, right inside Platinum.

Payments that post themselves +29% time-of-service collections 24/7 online & text-to-pay 100% auto-posted

FIGURES TO VERIFY

Paid before they left Auto-posted
PCI DSS-compliant storage Cards tokenized, never stored on your systems HSA / FSA cards accepted IIAS-compliant receipts Apple Pay & Google Pay Card-on-file consent management Next-day funding available No gateway, statement or PCI fees Multi-bank routing Per-location merchant accounts Built-in processor redundancy SOC 2 certified HIPAA & PIPEDA
SEE IT IN ACTION

Payments, built into the visit.

Take payment at the front desk, online or by text — and every dollar posts straight to the ledger.

  • Card, ACH and text-to-pay
  • Stored cards & automatic payment plans
  • Every payment posts to billing automatically
  • Live dashboard shows today’s take — and tomorrow’s deposit

Illustrative — replace with a product screenshot. FIGURES TO VERIFY

WHAT COLLECTIONS GIVE BACK

Collections, measured.

Three numbers the front desk feels first: what gets collected at time of service, when patients can pay, and how much posting is left to do.

+29%
time-of-service collections
24/7
online & text-to-pay
100%
auto-posted

FIGURES TO VERIFY

EVERY WAY PATIENTS PAY

One payments platform, built right in.

Collect however patients want to pay — and never re-key a payment into billing again.

Card, debit & ACH

Visa, Mastercard, Amex and Discover — swipe, dip or key in, with competitive processing rates.

What it means: one processor, one reconciliation, no third-party gateway to manage.

HSA / FSA cards

Accept health savings and flexible spending accounts with no extra steps — IIAS-compliant receipts auto-generated.

What it means: patients pay with the funds they already have.

Contactless & mobile wallets

Apple Pay, Google Pay and tap-to-pay on Platinum terminals — fast and hygienic.

What it means: faster checkout with fewer touches.

Text-to-pay & online pay

Send secure payment links by text or email; patients pay from their phone with no login required.

What it means: balances get paid days sooner.

Stored cards & payment plans

Structured payment plans and recurring charges for care packages and memberships, with card-on-file consent management. Failed payments retry automatically, and the card updater refreshes expired cards on file before an instalment fails.

What it means: predictable revenue and fewer missed payments.

Family & multi-patient accounts

Link family members under one profile — split charges, manage cards on file and view combined statements. Payments allocate flexibly across family members, services and responsible parties.

What it means: simpler billing for family practices.

Front-desk point of sale

Collect at the terminal at check-in or checkout — swipe, dip or tap, with cards tokenized for next time.

What it means: collect while the patient is still in the clinic.

Automatic posting

Payments post instantly to patient ledgers — no manual entry, no end-of-day reconciliation.

What it means: the books stay current with zero manual entry.

Dual pricing & receipts

Offer cash-discount / dual pricing and send automatic branded email and SMS receipts after every transaction.

What it means: a lower effective processing cost and less paper.

Live payments dashboard

Every transaction, refund and deposit in real time — including the expected funding date and transaction-level detail, and analytics by clinic, provider, service, payer and payment method.

What it means: you know what lands in the bank before the bank does.

Chargeback management

Disputes come with alerts, evidence collection and deadline tracking — worked in the same place as the visit and the claim.

What it means: chargebacks stop costing revenue by default.

Revenue-leakage alerts

Expired cards, failed recurring payments, unpaid visits and uncollected balances are flagged automatically.

What it means: nothing slips out quietly.

QuickBooks, reconciled

Payments flow into QuickBooks without duplicate entry.

What it means: month-end stops being a project.

Financial plans, built in

A native financial-plan module — a visual builder showing total case value and instalments, family plans under one billing relationship, concurrent plans, digital acceptance, and a plan-vs-actual collection dashboard. Patients see their plan summary in the app. Not an add-on.

What it means: care patients can say yes to, and revenue the clinic can predict.

Transparent pricing controls

Compliant surcharge and dual-pricing programs by card type and location — subject to applicable rules — plus ACH and digital wallets, with clear reporting of interchange, processor fees and clinic revenue.

What it means: processing costs you can see, and levers you control.
AI & AUTOMATION, BUILT IN

Reconciliation runs itself.

Payments and reminders happen automatically, so the front desk stops chasing balances.

Auto-reconciliation

Deposits match to claims and ledgers automatically.

Smart reminders

Balance reminders go out by text and email on their own.

Live cash view

See collections and outstanding balances in real time.

Balance campaigns

Outstanding balances trigger automated text, email and app sequences — and stop on their own the moment the balance is paid.

HOW IT WORKS

Three steps to faster collections.

  1. Connect your terminal

    Set up your terminal and online / in-app options; cards on file are securely tokenized.

  2. Collect at every touchpoint

    Copays at check-in, balances in the app, recurring plans charge automatically — every payment posts instantly.

  3. Reconcile every payment

    Daily reconciliation matches payments, flags discrepancies and generates settlement reports.

BEFORE & AFTER

The end of the chasing phone call.

Same visit, same patients — a different end to the day for the front desk.

Before Platinum
  • Balances chased for weeks after the visit
  • Payments re-keyed into billing by hand
  • End-of-day reconciliation at the front desk
  • A third-party gateway to manage on the side
  • The chasing phone call for every open balance
With Platinum Payments
  • Most patients pay before they leave the clinic
  • Every payment posts to the ledger automatically
  • Daily reconciliation matches payments and flags discrepancies
  • One processor, one reconciliation, inside Platinum
  • A secure pay link by text on the way home
ONE CONNECTED SYSTEM

Payments connects to everything.

Every payment ties back to the claim, the chart and the dashboards — no silos, no double entry. Multi-location groups run separate merchant accounts and bank accounts per clinic — with routing rules and one consolidated report across the group.

Billing & RCM

Payments reconcile against claims automatically.

EHR

Balances tie to the visit and the chart.

Patient App

Patients pay from their pocket in one tap.

Analytics

Collections feed revenue dashboards live.

Scheduling (PMS)

Time-of-service payment happens at check-in.

SIMPLE PROCESSING RATES

Transparent rates, no surprises.

2.6% + 10¢
IN-PERSON

Swipe, dip or tap at the terminal — competitive rates with next-day funding available.

2.9% + 30¢
ONLINE & TEXT-TO-PAY

Secure links sent by SMS or email — ideal for collecting balances remotely.

$0
MONTHLY FEE

No gateway, statement or PCI fees — processing is included in your Platinum subscription.

Standard processing rates — confirm current terms with the payments team before publishing.

BEFORE YOU SWITCH PROCESSORS

Questions about taking payments.

Hardware, contracts, refunds, and what happens to the cards you already have on file.

Card-present payments run on Platinum terminals, which take swipe, dip and tap-to-pay including Apple Pay and Google Pay. Online pay and text-to-pay need no hardware at all. Bring your current setup to a demo and we will tell you what carries over.

They come with you. Platinum runs a migration workflow covering merchant accounts, stored tokens, recurring schedules and terminal deployment, so payment continuity is protected through the switch — recurring plans don’t skip a beat, and anything that can’t transfer is re-collected by secure link before cut-over.

No. There are no gateway, statement or PCI fees — processing is included in your Platinum subscription. The published processing rates sit under rates above; confirm the terms that apply to your practice with the payments team.

A refund is issued against the same ledger entry as the original payment, so the patient balance corrects itself. Disputes are worked with the payments team rather than a separate processor’s help desk, and every transaction keeps its link back to the visit.

Yes. Secure payment links sent by text or email are paid from the phone with no login required. Patients who use the patient app see their balance and pay there instead.

Payments run as part of your Platinum plan rather than as a merchant agreement you unwind on its own. Ask for the exact term that applies to your practice on a demo and we will put it in writing.

One team. Because the payment, the claim and the chart live in the same platform, support can see the transaction and the visit it belongs to in the same place — there is no handoff to a third-party processor.

Yes. Each location can settle to its own merchant account and bank account, with centralized reporting across the group.

Payments are built with processor redundancy so the clinic keeps operating — and because processing is part of Platinum, one team owns the answer.

INSIDE THE CLINIC

Real practices, real people.

The awkward part of the visit shouldn’t be the payment. A tap at the front desk, a text link on the way home — and the front desk never has to make the chasing phone call.

A patient settling up at the front desk on the way out.
A tap on the way out beats a chasing phone call three weeks later.

“Within 30 days of working with Platinum my collections began to spike!”

Dr. Caleb Braddock Braddock Chiropractic

“It puts our minds at ease knowing that Platinum is taking care of ALL of our billing!”

Dr. Leah Hetebrueg Turning Point Green Bay
COLLECT WHILE THEY'RE STILL IN THE CLINIC

Get paid before they reach the car park.

See Platinum Payments run a real checkout — card, ACH and text-to-pay, posting themselves to the ledger.

PCI DSS compliant HIPAA compliant SOC 2 Type II