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Software of Excellence Blog

Taking payments the integrated way

The payment process is often the final element in a patient's journey and can be overlooked. By integrating payment terminals with your practice management software (PMS) you can streamline both the patient experience and improve your administrative tasks. 

Simplified workflows 

One of the biggest advantages of integrating payment terminals with practice management software is streamlined workflows. Traditionally, payments are recorded manually; this requires additional time and increases the chance of human error. By using integrated systems, transactions are automatically transferred between the payment terminal and your Practice Management Software (PMS). 

Reduces errors: Staff no longer need to input payment data twice. 
✅ Timesaving: Minimised administrative work allows teams to focus on patient care and other tasks.
Seamless flow: Payment information is sent directly to and from the payment terminal, reducing unnecessary touchpoints. 

By reducing the administrative burden, day-to-day operations become more efficient, lowering the amount of stress involved in cashing-up reporting. 

Enhanced patient experience 

Every element of a patient's journey affects their overall experience with your practice, making every step crucial in ensuring they are happy patients. Long waiting times or confusing payment processes can cause delays and frustration. By integrating payment systems directly with your PMS, patients enjoy a smoother, more seamless payment process. 

✅ Faster payments: Integrated systems mean that patients can complete payments quickly and with minimal effort, reducing wait times at your reception. 
✅ Seamless process: Removing the need to reach over to enter payment information on the terminal simplifies payments. 

Accurate financial reporting 

Another significant advantage is the improved financial reporting that comes from integrated payment terminals. With manual systems, there is always a risk of discrepancies between what was recorded in the software and what was processed through the terminal.  

✅ Reduced errors: Since payment data is automatically transferred from the terminal to PMS, the chances of financial discrepancies are reduced. 
✅ Real-time reporting: Improved financial reporting provides accurate insights into cash flow and better financial planning. 
✅ Simplified reconciliation: Automated payment logging simplifies the reconciliation process, saving time for your accounting team and reducing the risk of oversight. 

With accurate reporting, practice managers can make well-informed decisions regarding operations, investments, and future growth. 

A win-win for practice and patients 

Integrating payment terminals with your dental PMS offers clear benefits for your dental team and patients. By simplifying workflows, improving patient satisfaction, and enhancing financial accuracy, you can focus more on what you do best: delivering exceptional patient care. 

If your practice has not explored payment integrations yet, now is the perfect time to consider how it can revolutionise your operations. You can click the EXACT Hub icon at the top of your EXACT system to find out which providers we integrate with.