Membership plans and patient balances
Medical & dental billing software
Medical and dental billing software for the patient side of the practice. Uninsured patients join your in-house membership plan online and renew monthly or yearly, balances after insurance get statements and reminders, and larger treatment balances can be split into installments.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- From $19/month
- 14-day free trial
- Same-day US support
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
In-house membership plans
An adult plan with two cleanings, exams and X-rays a year is sold monthly or yearly. Patients without insurance enroll online, and it renews by card with a receipt.
Recurring plansBalances after insurance
Claims stay in your practice management system. When the insurer pays, invoice the patient's share, and the balance appears on their statement with a due date.
InvoicingReminders for open balances
Patient balances past due get text and email nudges with a link to pay, so the front desk calls only the accounts that still do not respond.
Automatic emailsInstallments on treatment
A $2,400 balance for an implant crown is split into installment invoices. A saved card covers each one after you send it.
PaymentsPatient accounts by age
Aging shows patient money as current, a month or two late, or older, alongside each family's statement.
ReportsPatient billing software features
What it does
- In-house membership plansMonthly or yearly
- Patient balance statementsWith due dates
- Balance remindersText and email
- Installment invoicesSaved card optional
What it doesn't do
- Insurance claims and ERAsThrough your PM system
- Eligibility verificationThrough your clearinghouse
- Membership visit trackingTrack in your PM system
- Collections agency handoffExport the balance
Medical and dental billing pricing
Every plan has membership billing, statements and balance follow-ups; each text uses 3 cents of wallet credit.
Starter
Small teams adding tools and growth
$99/mo
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Most Popular
Professional
Growing service businesses
$199/mo
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
Questions practices ask about patient balances
Is this dental billing software for insurance?
Can I run an in-house dental membership plan?
Can I bill the patient portion after insurance?
Are unpaid patient balances followed up?
Can patients pay over time?
Does it check insurance eligibility?
Can a parent see the family's balance?
Can I hand balances to a collections agency?
More medical and dental software
Billing for related practices
Try patient billing software free
14 days with every feature on your real medical & dental work. No credit card.