Med Spa & Appointment Clinics
Medical Billing
Collect deposits and balances — without a full POS or RCM stack.
The challenge
Front desk takes card over phone with no system record tied to the appointment Post-treatment balances chased via informal payment apps and hope No-show fees exist on paper but enforcement requires awkward conversations without automated pay links Inbound voice AI doing billing instead of booking — Stripe onboarding does not belong in receptionist Insurance RCM is overkill when you need patient payments for a cash-pay med spa
The solution
Cash-heavy clinics — med spas first — need to collect deposits at booking, send pay links for balances, and enforce no-show fees without standing up a full POS floor or insurance revenue cycle management stack. Medical Billing is an independent product for the patient financial lifecycle: service catalog, deposits, invoices, packages, connected payment pay links, and webhooks from scheduling and practice management sync. It is deliberately not insurance claims and coding — it is patient payments for appointment-based, cash-pay clinics. Inbound voice AI stays thin; money lives in Medical Billing.
Approach
Process analysis & blueprint
We documented current med spa & appointment clinics workflows, data sources, and approval paths—then defined module scope and success metrics for Medical Billing.
Core module rollout
Phased deployment of Medical Billing capabilities with master data migration, user training, and UAT cycles aligned to operational calendars.
Go-live & continuous improvement
Controlled go-live with hypercare support, executive dashboards, and a backlog for automation, mobile extensions, and analytics.
Deliverables
- ▸Service catalog with pricing for estimates and voice quoting
- ▸Deposit collection at booking via scheduling webhooks
- ▸Invoice generation for patient balances
- ▸Prepaid package tracking and redemption
- ▸Connected payment pay links — secure patient checkout
- ▸Voice tools for price estimate, balance, and pay link on calls
Outcomes
- ▸Deposit at book — automatic collection when appointment is scheduled
- ▸Pay links — SMS and voice balance recovery without front-desk card handling
- ▸Voice tools — price estimate on the call without bloating receptionist
- ▸No RCM overhead — patient payments only for cash-pay clinics
- ▸Thin voice AI — booking stays in receptionist; money lives in Medical Billing
Impact
Medical Billing gives med spa & appointment clinics teams a single operating system for the workflows that matter—visibility for leadership, structure for operators, and a foundation for the next phase of growth.
Tech stack
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