Patient balances, collected

Medical & dental invoicing software

Medical and dental invoicing software for the part your patient owes. Once insurance has paid, the remaining balance goes to the patient by text, cosmetic and self-pay work is invoiced at your cash price, and each family's statement shows what is still open.

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Patient balance invoice example

The patient's share of a crown after the insurer's payment.

Smarfle · Patient invoice

Invoice

MDL-4412

Due in 15 days

Sent · awaiting payment

Bill to

Harold Fitzgerald

Patient account

Crown, patient portion after insurance

1

$412.00

Teeth whitening, in-office

1

$350.00
Total due$762.00
Texted after the insurer paidPay now

Example with sample data

The balance after insurance

Claims stay in your practice management system. When the insurer pays, enter the patient's remaining portion on an invoice and text it with a link to pay.

Invoicing

Self-pay and cosmetic work

Whitening, cosmetic consults and membership-plan visits are services with your cash price, invoiced from the visit like any other job.

Services and pricing

Family statements

Bill the account holder for the family, and their statement lists every invoice and payment, so a parent can see what each visit added.

Patient records

Installments for big balances

A $2,400 implant balance can be split into installment invoices with their own due dates, each paid from a link or charged to the patient's saved card.

Payments

Medical and dental invoicing features

What it does

  • Patient portion invoicesEntered after insurance pays
  • Self-pay and cosmetic pricingYour cash prices
  • Family statementsInvoices and payments
  • Installment invoicesCharge a saved card for each

What it doesn't do

  • Insurance claims and ERAsStay in your PM system
  • Eligibility checksUse your clearinghouse
  • PM or EHR integrationEnter balances by hand
  • Clinical chartingUse your EHR

Medical and dental invoicing pricing

Patient invoices, statements and installments come with all plans; a text costs 3 cents and an email 1 cent.

Solo

Sole operators getting started

$19/mo
  • 1 user
  • Up to 500 clients
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Starter

Small teams adding tools and growth

$99/mo
  • Up to 5 users (1 owner + 4 techs)
  • Up to 2,000 clients
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 5,000 clients
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 10,000 clients
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SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →

Medical and dental invoice questions

Yes, for patient balances and self-pay work. Insurance claims stay in your practice system.
No. Submit claims as you do now, then invoice the patient's portion here.
Yes. The invoice link opens a payment page on their phone.
Yes, as installment invoices you send or charge to the saved card one at a time.
Yes. Bill the account holder, and their statement shows every family visit invoiced.
No. Enter the patient balance from your system onto the invoice.
Yes. Their page shows open invoices and a statement of every payment.
Yes. Patients join the in-house plan in your client portal, and it renews monthly.

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14 days with every feature on your real medical & dental work. No credit card.

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