POS features tailored specifically for Medical Service Businesses

Payment Flexibility & Automation

• Card on File & Auto-Pay Setup for Recurring or Future Payments

• Contactless Payment Options: Apple Pay, Google Pay, Tap-to-Pay

• Text-to-Pay & Email Payment Links

• Installment Plans & Financing Integrations (e.g., CareCredit, Cherry, Sunbit)

• Deposit/Prepayment Collection for high-ticket procedures

• Copay & Deductible Collection Tools at time of visit

Integration with PMS, EMR, and EHR

• Bi-Directional Integration with Major PMS/EMRs (Dentrix, Eaglesoft, Athena, Epic, ChiroTouch, etc.)

• Automatic Sync of Appointments, Patient Records & Billing Codes

• Auto-Import of Patient Info into POS for Billing

• Real-Time Updates of Services Rendered into EMR

• HIPAA-Compliant Data Handling across platforms

Scheduling & Calendar Management

• Integrated Appointment Scheduling with provider assignment

• Waitlist & No-Show Management

• Multi-Location or Multi-Practitioner View

• Custom Time Blocks for Evaluation vs. Treatment

• Recurring Appointments (e.g., PT sessions, ortho adjustments)

• Real-Time Sync with Online Booking Portals or EMRs

Patient Billing & Collections

• Automated Billing Statements via Email, Text, or Print

• Balance Notifications with Easy-Pay Links

• A/R Dashboard to manage overdue accounts

• Custom Payment Plans with Alerts & Auto-Charge

• Insurance Claim Status-Based Billing (secondary billing triggers after EOBs)

• Integrated Collections Tools or export to third-party agencies

Product & Inventory Management

• Retail Sales Integration for in-office products (toothpaste, orthotics, supplements, skincare)

• Inventory Alerts & Reordering for high-turnover or expired stock

• Barcode/QR Code Scanning at checkout

• Product Bundles or Treatment + Retail Packaging

• Sales Tax Management on retail vs medical services

Patient Experience & Communication

• Automated Appointment Reminders (email/text/call)

• Mobile Check-In & Digital Intake Forms

• Consent & HIPAA Form Capture with e-Signature

• Patient Portal Access to invoices, statements, receipts

• Feedback Requests & Online Review Links Post-Visit

Reporting & Business Analytics

• Daily Closeout & Cash Reconciliation Reports

• A/R Aging Reports for collections and outstanding balances

• Treatment Revenue by Provider, Procedure, or Department

• Patient Retention & Visit Frequency Metrics

• Retail vs Service Sales Breakdown

• Prepaid Credit Tracking for memberships/packages

Compliance, Security & Access Control

• HIPAA-Compliant Data Storage & Payment Processing

• Role-Based User Permissions (front desk, billing, clinical staff)

• Audit Trails for Billing Edits or Refunds

• Multi-Factor Authentication (MFA) and data encryption

• Custom Access Control for Financials or Private Health Data

Memberships, Packages & Promotions

• Customizable Treatment Packages (e.g., 10 PT sessions, yearly dental plans)

• Prepaid Credit Management & Auto-Deduction

• Membership Billing with recurring autopay

• Incentives & Loyalty Tracking (discounts, referral rewards)

• Promotional Offers with Limited Time Usage Rules

Multi-Location & Provider Support

• Centralized Reporting Across Clinics

• Location-Specific Inventory & Pricing

• Provider-Level Performance Tracking

• Transferable Patient Balances & Packages

• Integrated Scheduling & POS Across Sites

Want to see these features in action?

Let us know if you want a comparison chart of PMS/POS platforms per medical specialty (e.g., dental vs PT vs dermatology), or if you’d like a slide or brochure built around this!

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