Give patients a clear payment step and your front-desk team a process it can follow. CleverPays helps clinics plan in-office and remote payments around billing, staff access and reconciliation.
Reception needs to identify the amount due, take payment and provide the appropriate payment record. We review the counter setup and staff tasks so the payment tool fits the appointment and billing process.
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An invoice-payment page or another remote option can help when the patient is no longer at reception. We look at how the payment reference will connect to the outstanding balance and how staff will know it has been paid.
If the practice needs repeat collections, we review the available tools, customer permissions and follow-up process. These features should be deliberately configured rather than treated as an automatic part of every account.
The POS is not a clinical record system. We discuss which references the payment process needs and how staff access should be arranged, without using payment records to hold unnecessary treatment information.
Managers may need to review payments by location, user or another available reference. We identify what the selected systems can report and how that information reaches the people handling reconciliation.
Explore ReportingThat depends on the software and available integration. We establish the supported route and any remaining manual steps before making a recommendation.
Planifiez les paiements de dons pour les collectes en ligne, le soutien récurrent et les événements, avec des rapports exploitables par votre équipe.
Découvrir les solutions pour OSBL
Coordonnez les exigences du magasin, des pompes et de la clientèle de parc automobile avant de changer l'équipement de paiement.
Découvrir les solutions pour stations-service
Reliez les commandes, les paiements à la table ou au comptoir et la routine de fermeture au rythme du service.
Découvrir les solutions pour restaurantsTell us how patients pay today, what the front desk needs and which practice systems you use.
