Practice Management Features

  • client portal

  • scheduling

  • documentation

  • billing

  • insurance

  • mobile apps

  • Telehealth icon

    telehealth

  • Support icon

    support

Get paid faster.

We’ve created ways to streamline repetitive business tasks so you have less to do each month. Integrated credit card processing and billing automations help you get paid on time, every time.

Credit card processing: go from sign-up to settlement in a few simple steps.

  • Collect credit card information online or in person.
  • Store cards on file with bank-level security.
  • No hidden fees: only get charged when you earn money.*
  • Refund a charge with one click.

*2.95% + 30¢ per successful charge

Credit card processing: go from sign-up to settlement in a few simple steps

How AutoPay Works

step 1

Add Your Clients

You decide which clients
 are enrolled in AutoPay.

step 2

Verify

Check the status of today’s sessions and see who will be billed that evening.

*Example: Evening Summary Email Below*

step 3

Sleep Tight

We’ll take care of your billing while you get a well-deserved rest.

step 4

Money in Your Bank

No more trips to the bank and no more overdue balances.

Evening Summary Email

Our Evening Summary email gives you a detailed snapshot of your day and allows you to make any changes before invoices are created or payments are applied.

Session Status

Late cancel or no-show? No problem. Easily change session status to accurately reflect what to bill.

Enrolled

See which clients will be charged and how much.

Haven’t Started?

Get started today and
 stop spending time on something we can do for you.

1

Session Status

Late cancel or no-show? No problem. Easily change session status to accurately reflect what to bill.

2

Enrolled

See which clients will be charged and how much.

3

Haven’t Started?

Get started today and
 stop spending time on something we can do for you.

Save 1400 clicks a year!

Save time with AutoPay and help make sure you get the
 money you’ve earned without allowing clients to carry balances. You did the work and you deserve to get paid.