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billing-payments module

Collect more. Chase less.

Patient ledger, pay-by-text, in-office payment processing, and payment plan enrollment — all in one module. No separate payment processor, no surprise fees.

Demo Login Credentials

demo@upgpt.ai

DemoAudit2026!

73% of pay-by-text invoices paid same dayPayment plan enrollment in 90 seconds2.9% flat processing rate — no hidden fees

Everything in this module

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Patient Ledger

Full line-item history: charges, payments, adjustments, and insurance credits. Synced with your PMS.

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📱

Pay-by-Text

Send a payment link via SMS. Patient taps, pays, done.

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💳

In-Office Payments

Accept credit, debit, HSA/FSA, and contactless payments at the front desk.

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📆

Payment Plans

Enroll patients in flexible installment plans in 90 seconds. Auto-charge on schedule.

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🏷️

Membership Plans

Sell in-house dental savings plans directly to uninsured patients.

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Walkout Statements

Generate itemized statements at checkout with insurance estimate and patient balance.

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👨‍👩‍👧

Family Billing

Bill across a family account. Apply payments to any family member's balance.

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Refunds + Adjustments

Process refunds, write-offs, and contractual adjustments with full audit trail.

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Billing + Payments · Ledger, pay-by-text, in-office plans, AR aging

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