Back office · Payments

Account Management

Every dollar collected, without the chase. One running ledger per patient. Charges, insurance, write-offs, payments. They post themselves.

94%collected at time of service
22days in accounts receivable
0terminals to balance by hand
Maya OrtizFamily account · guarantor R. Ortizlive ledger
  • ChargeCrown · #14 · D2740Posted from the chart$1,286.00
  • Ins 835Delta Dental PPOEOB auto-posted, line by line−$771.60
  • AdjPPO write-offContracted fee applied−$128.00
  • PayText-to-payTapped the link at 2:14 pm−$300.00
Patient balance✓ statement queued · day 0$86.40
Posts itself, nothing re-keyed
The balance is one tap away

Text to Pay

A link lands in the patient’s texts. They pay in Apple Pay time, and the payment posts on its own.

  • Sent the moment insurance settlesThe patient's share goes out by text that same day, not at month-end.
  • Apple Pay, Google Pay, any cardA hosted checkout in the browser. No app, no portal login.
  • Posts to the ledger instantlyThe payment lands on the account the second it clears.
  • Card saved for next timeThey won't need to enter it again next visit.
Cedar DentalText message · today 2:12 pm

Hi Maya, your claim settled with Delta Dental. Your part is $86.40. Pay in one tap:

pay.docsdocs.com/maya-oSingle-use link · expires in 30 days
Cedar Dental · secure checkout
Maya Ortiz, balance after insurance
$86.40
Visa ··4242 on file
Apple Pay · Google Pay · any card
$86.40Paid · receipt textedposted to the ledger · 2:14 pm
Sent → paid in about 2 minutes
Statements send themselves.

Statements

Insurance pays; the statement goes out that minute. Reminders escalate until the balance clears.

  • Out the minute insurance postsDay 0 is the 835, not the month-end batch.
  • Escalates on its ownPolite at day 7, firm at day 21, by text and email.
  • Stops the second the patient paysNo awkward reminder after the money lands.
  • Paper only for the holdoutsA letter prints when digital goes quiet.
Big balances, paid a little at a time.

Auto-Pay & Plans

Split any balance into installments charged to the card on file. Financing is built in for the rest.

  • Card on file, charged on scheduleNo monthly ask. The installment just happens.
  • Declines retry themselvesA failed charge re-runs before anyone calls.
  • Financing for the big casesCherry, Sunbit or CareCredit in one handoff.
  • Plan patients get zero statementsStatements stop while auto-pay is on.
Bigger than a plan?CherrySunbitCareCredit
Money in motion

The Day Closes Itself.

Every payment posts to one ledger, from chairside taps to text-to-pay. The payout matches to the penny.

  • One processor, inside the PMSNo separate merchant account to babysit.
  • The EMV reader posts to the ledgerA chairside tap lands on the chart's account.
  • Payouts reconcile to the pennyThe deposit and the ledger match on their own.
  • Day-sheet close is one screenBalanced in a glance, not an hour.
See it collect

Bring One Unpaid Balance.

Twenty minutes. We post it and text the patient. You watch it reconcile on your numbers.

Questions

The questions everyone asks.

The stuff practices actually ask before they switch. Straight answers, no spin.

How long does it take to switch?

Most practices are fully live in 2–4 weeks. A DocsDocs specialist runs the whole move on-site with you. We read your old system at the source and rebuild it in the cloud, then reconcile every record before go-live. No dark weekend, no re-keying.

Is my data safe and HIPAA-compliant?

Yes. Everything runs on HIPAA-aligned AWS under a signed BAA. Encrypted in transit and at rest, every access logged, backed up across regions around the clock. Safer than a server humming in the supply closet.

What if the internet goes down?

It happens less often than you'd think, and a simple LTE/5G failover keeps you online through most outages. Honestly, your internet connection is more dependable than a single on-site server that can die with no warning.

Do I need to buy new hardware?

No. DocsDocs runs in the browser on the computers you already have, Mac or PC, plus tablets and phones. There's no server to rack and no closet box to patch. Adding a location or a new provider doesn't mean buying equipment.

How do I get started?

Book a 20-minute demo on your real workflow, or send us a note and a real person on our team gets back to you, usually within one business day. Migration is free.

Still have a question? Contact us. A real person answers.
Contact usBook a demo →