The patient ledger, kept current.
Statements that go out on their own, a cost estimate at the visit, and self-pay subscriptions that don't double-charge.
Appointment · todayChecked in
Estimated copay$25.00
Balance$40.00
✓ Statement sentEmail · scheduled
Self-pay subscriptionPer-visit charge $0.00 · active
Bank / EFTAuto-posted
Hundreds a week, sent automatically
Statements go out on a schedule — batched, automatic, logged on the ledger — instead of one at a time, by hand.
Scheduled. Batched and sent automatically, not one at a time.
Accurate. Drawn from the posted ledger — what the payer actually left to the patient.
Bank / EFT. Bank integration posts EFT, retiring virtual cards.
What the patient owes, before they leave
The estimated copay and outstanding balance surface on the appointment, so the front desk can collect at the time of service instead of chasing it later.
Subscriptions that don't double-charge
For self-pay subscription patients, the per-visit charge is automatically zeroed while the subscription is active — no manual correction on every visit.