Medical & dental invoicing software
A third of your patients leave with a balance and the statement follows days afterwards. Smarfle builds it from the visit record and sends it with a way to pay, so the patient portion is settled while the appointment is still recent.
7 days free · No credit card · Built in Florida
Invoice
INV-00142
Issued recently
Bill to
Sarah Johnson
123 Oak Street, Orlando FL 32801
Labor. 2.5 hours @ $95/hr
Parts. Replacement components
Service call · diagnostic
Real Smarfle UI · Live data from your medical & dental CRM
Why generic invoicing software fails medical & dental owners
Generic invoicing tools weren’t built for medical & dental. Smarfle was.
Generic invoicing software
What everyone else gives you
- The statement gives a total and leaves the patient to work out why
- Treatment plan visits look like unrelated charges
- Patients call the front desk to pay a balance
- Family balances are either merged or scattered
- Reminders are a monthly paper run
Smarfle for medical & dental
Built for your actual workflow
- It splits the carrier's share from the patient's, in words somebody can act on without calling
- Visits stay linked to the plan, so paid and remaining are both visible
- A link on the statement takes payment from a phone without a call
- Each patient keeps a record, held together under the household
- Balance reminders send themselves on a schedule until it clears
How medical & dental invoicing works in Smarfle
From the first touch to the closed loop. No missing pieces.
- 1
The visit closes with a charge
The completed visit becomes a bill without anyone rekeying it later in the week.
- 2
Insurance and patient portions are split
The statement shows what was covered and what is owed, which is the part patients actually read.
- 3
Treatment plan visits stay connected
Each appointment in the plan references it, so paid and remaining are visible on every statement.
- 4
The patient pays from the statement
A link on the bill takes card payment, so paying does not require calling the front desk.
- 5
Reminders continue without the front desk
The balance reminder goes out on schedule until it clears, instead of waiting for the monthly run.
- 6
The household stays readable
Each patient keeps their own record, grouped under the family, so nobody has to ask whose balance it is.
Where medical & dental invoicing breaks down
The friction every medical & dental owner recognizes.
The patient portion arrives with no explanation
A statement showing a balance and nothing else gets set aside, not paid. The patient does not know what insurance covered, what it did not, or why the number is different from what the front desk estimated at the visit. That confusion is where accounts receivable ages past ninety days.
Treatment plans are billed as unrelated visits
A crown across three appointments becomes three separate charges with no visible relationship. The patient cannot tell what they have already paid toward the plan or what is left, and the practice fields the same phone call every time a new statement lands.
Family accounts blur into one another
Two children and a parent under one household, each with their own visits and their own portion. Billed as one account it is unreadable, billed as three it loses the household. Either way somebody calls to ask which balance belongs to whom.
260 statements a month
Thirty-six patients a day with one in three leaving something to pay is about 260 statements a month. Produced in a batch days afterwards, each reaches somebody who has already moved on from the appointment. Produced at the visit, it lands while the treatment is the most recent thing they remember.
36
Patients a day
1 in 3
Carry a balance
~260
Statements a month
Based on typical medical & dental operations. Your numbers may vary.
Features powering medical & dental invoicing
Each one a deep-dive in its own right.
Statements that separate insurance from patient portion
The bill says what was covered and what is owed, in language a patient can act on rather than set aside.
Learn morePayment links on the bill
The patient pays by card from the statement itself, which is the single biggest thing that shortens dental accounts receivable.
Learn moreAutomatic balance reminders
Reminders send on a schedule until the balance clears, so collections do not depend on the front desk having a quiet afternoon.
Learn moreHousehold records that stay separate
Each patient keeps their own history and balance while remaining grouped under the family account.
Learn moreMedical & dental invoicing software questions
Moving your medical & dental invoicing software off another tool?
Most medical & dental businesses arrive at Smarfle from one of the tools below. See a side-by-side comparison.
Other medical & dental tools
Smarfle ships invoicing software alongside the rest of your CRM.
Invoicing software for other industries
Same invoicing engine, tuned for each vertical.
Try medical & dental invoicing software free
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