How It Works


  Set Practice Configurations

  • No set-up fee
  • Configure prices, products, calculation rules, discounts, document wording, PPO contracted rates and more
  • Set 'em and forget 'em!


  Enter Patient

  • List estimated insurance coverage(s)
    • Accepts dollar amounts & percentages
    • Accepts maximums & unlimited


   Specify Treatment

  • Choose treatment, then prices are retrieved
  • Select eligible discounts
  • Add on any applicable products or services

Treatment Plan

    Present Payment Options

  • Choose which payment plans to offer
  • Calculations are based on your rules

   Adjust Payments  (if needed)

  • TC adjusts sliders in the office
  • Patient adjusts sliders from home
  • Control minimum down payment
  • Control maximum # of payments


  Sign Contract,
            Consent Form
                  & Auto-Pay Form

  • E-sign in the office or from home
  • -OR-  Print on paper