Accept in-office payment for membership fees
The platform allows you to receive payment for annually renewing plans in your office. This means you can accept cash, check, HSA, FSA, and whatever other payment source you already accept in your office for a member's annual membership fees.
Monthly membership fees must always have a card on file - we wouldn't dream of putting that administrative burden on you and your team! In the case that a monthly member wishes to make an in office payment in the middle of their term, you may click on the "Actions Button" and then Record In-Office Payment.
To accept payment through existing in-office channels, when arriving at the Checkout Tab during enrollment, simply click the blue "collect payment in office" link below the total.
You'll be asked to print the Member Agreement before completing the member's enrollment, so don't forget to return to and submit the Add Member form after printing the Member Agreement.
NOTE: This is an account-level setting--meaning it is an all-or-nothing decision. All members on a given account either pay for their membership through the DentalHQ platform, or via payment collected in the office.
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