06 · Always here
Ongoing Support
Every practice gets a dedicated point of contact who knows your setup, answers quickly, and proactively reviews your account so nothing falls through the cracks.
The problem
Support that disappears after signup
Most vendors hand you off to a generic queue after the sale. Questions take days, issues repeat, and nobody remembers your practice's specific setup.
- Long hold times and offshore call centers
- Re-explaining your situation to a new rep every time
- No proactive follow-up after onboarding
The solution
Your named specialist, not a call center.
- Named specialist assigned to your practice
- Fast, direct answers by phone, text or email
- Proactive account reviews and savings checkups
- Quarterly business reviews and benchmarking
- No call trees or general support queues
- Help with renewals, changes and new locations
Plans
Plans tailored to your needs
Start with the essentials and add payroll or people support whenever your practice is ready.
Core Care
- Payment processing
- Patient financing
- Loans for your practice
- Full access to webinars and events
Core Care + Payroll
- Payment processing
- Patient financing
- Loans for your practice
- Full access to webinars and events
- Payroll
Core Care + People
- Payment processing
- Patient financing
- Loans for your practice
- Full access to webinars and events
- HR and compliance
Complete Care
- Payment processing
- Patient financing
- Loans for your practice
- Full access to webinars and events
- Payroll
- HR and compliance
Benefits
Why practices choose our ongoing support
Dedicated specialist
One person who knows your account, your preferences, and your goals.
Fast response
Direct phone, text and email access with same-day replies during business hours.
Proactive reviews
We monitor your services and reach out when savings or improvements are available.
Quarterly checkups
Scheduled reviews to keep rates competitive and workflows smooth.
Scales with you
Support for new locations, added providers and service expansions.
No scripts
Clinician-led answers in plain English, not a support script.
How it works
Three steps, no disruption
- 01
Meet your specialist
Assigned during onboarding so you have one direct contact from day one.
- 02
Get fast answers
Reach out anytime with questions about statements, features or changes.
- 03
Review and optimize
Regular checkups surface new savings and keep everything aligned.
Features
What's included
Multi-channel support
Phone, text, email and scheduled video calls — your choice.
Account monitoring
We watch for fee changes, renewal dates and opportunities.
Escalation path
Direct access to product and operations leadership when needed.
One
Named specialist who knows your practice
Same-day
Response during business hours
$0
Extra cost for proactive reviews
What this means for you
A dedicated specialist stays with your practice long after onboarding.
FAQ
Questions about this service
The Savings Checkup
Find out what your practice is really paying.
A clinician-to-clinician review of your payment processing, patient financing, payroll and retirement plan. Free, confidential, and there is nothing to switch unless the numbers say so.
01You send statements
Recent statements for whichever services you want looked at. Nothing else required.
02We read the fine print
A line-by-line review of what your practice actually pays today — rates, fees and all.
03You get a straight answer
Current cost, proposed cost, and the difference in writing. Keep what you have if it wins.
No cost, no obligation, no long-term contract to find out.