What matters most when medical and dental practices take cards
Patient payments
Copays, balances and payment plans, often after the visit.
HSA and FSA cards
Health savings cards work for eligible medical services.
Cards on file
Storing cards for balances after insurance, with patient consent.
A payment setup that fits
How we usually set up medical and dental practices. Your consultant tailors it to how you actually sell.
- 1
Text and email billing
Payment links with every statement.
- 2
Payment plans
Scheduled payments with written authorization.
- 3
Front-desk terminals
Card-present copays at check-in.
What you’ll need to apply
Have these ready and your application moves faster. Your consultant confirms the exact list for the processor you’re matched with.
- Government ID for every owner with 25% or more
- Voided business check or bank letter
- Your most recent processing statement, so we can compare pricing
- Business registration and EIN letter
What can slow down approval
- Business information that doesn’t match public records
- Owner identity checks that can’t be completed
We review your website, policies and statements against these before anything is submitted.
Keeping the account healthy after approval
Getting approved is half the job. These habits keep your account in good standing, and our platform tracks the numbers behind them for you.
- Get written consent before storing cards
- Send a statement before charging a card on file
- Review rates as patient volume grows
Healthcare: common questions
Can we keep patient cards on file?
Yes, with written consent and clear terms for when you’ll charge them.
Do HSA and FSA cards work?
Generally yes, for eligible services.
Is telehealth treated the same?
Not always. Prescribing and online pharmacy models are reviewed separately. See our telemedicine page.
What happens after I switch?
We keep reviewing your statements and tell you when fees creep up, so your savings stay saved.