INDUSTRY SOLUTIONS
Extended Business Offices
Reach consumers and collect secure payments through the digital channels they prefer – email, SMS, and online.
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HIPAA Compliant
UPTIME Achieved
SOC 2 Compliant- LEVEL 1 Compliant
FEATURES FOR A DIGITAL WORLD
Send account statements, get esignatures on agreements, and capture secure payments with email and SMS.
Send Documents- Send Payment Requests
- Gather Legally Binding Signatures
- Request Photo Uploads
Simplify and improve performance
Use one platform for payments, document delivery, esignatures, email, and texting. Report on all transactions from a single source for all users, locations, and departments. Use Insights Reports to track payment performance by the data that matters to you.
Set up unlimited users and templates
Set up as many users as you need at no additional cost. Create unlimited templates that can contain all or any combination of payment forms, documents, esignatures and photo uploads. Lock down workflows to meet specific business and compliance needs.
End self-pay roadblocks
Make it easy for consumers to self-pay. With a Flow smart request, there is no hunting for a payment portal URL and no username or password. Send all the information a consumer needs to review their account and enter their own payment information in a secure email or SMS.
Streamline recurring payments
Set up recurring payments or process future payments with ease. Meet Regulation E compliance. Live phone agents can send payment schedules for review and consent with a wet signature. Enable consumers to set up their own schedules with payment terms you configure.
Track Flow requests
Know with certainty if an email or text was received and opened, and monitor each step of the process with event tracking on every Flow smart request. Pull documented audit reports when needed.
Reduce risk and PCI compliance scope
Dual authentication verifies identity to ensure information is received by the intended recipient. No need to take payment data over the phone. Staff can send a Flow payment request through text or email. Consumers enter their own payment data.
HERE'S HOW IT WORKS
Increase payment success and improve the consumer experience with Flow Technology.
- Create custom workflows
- Set up omnichannel payments
- Overcome common payment objections
- Access detailed reporting
- Understand your payment data
Set up the options you need
- Send by email, text message, or both.
- Include billing statements for consumers to review.
- Request signatures on documents and payment plans.
- Allow consumers to upload insurance card images and photo IDs.
- Enable self-serve recurring payment setup for larger balances.
Make it easy for consumers to pay
- Take credit, debit, HSA, flexible spending accounts, and ACH payments.
- Accept payments online, over the phone or through web chat and mobile devices.
- Set up recurring payment schedules and enable self-serve payment options by balance owed: pay-in-full, pay-in-4, or payments of a minimum amount.
- Add custom and personalized QR codes on letters. Consumers only need to scan, click, and pay.
- Send itemized statements for review with a payment form through email and SMS.
Allow flexibility and convenience with Flow requests
- Send statements for review while your staff has a consumer on the phone. They can answer questions in real time.
- Not a convenient time to pay? Send a Flow smart request and allow flexible time frames for completion.
- Give consumers minutes, hours or days to review a letter or statement and complete payments or payment arrangements.
Pull audit reports and track the progress of Flow requests
- Consumers and staff can access a detailed audit report or receive one via email after a Flow request is completed.
- Report includes: Dual authentication, date/time stamp, method of delivery (email address and/or cell phone number) and a legal wet signature.
- Retrieve at any time. Audit reports are stored for seven years.
- Track the progress on all Flow requests. Know when a request was received, opened, completed or disputed.
- Use organizational hierarchy to track transactions by department, location, group or client. Set up multiple merchant accounts based on your client needs.
Track payment performance
- View payments and Flow totals in one place. Read consolidated reporting with daily, monthly, or yearly totals on a single report.
- Simplify end-of-the-month number-crunching. Teams now have better visibility over their account activity, including payments and Flows.
- Spot trends and anomalies in payments by monitoring transaction totals over time.
- Filter Flow totals by employee or origin so management can learn more about Flow Technology usage and monitor success rates.
A fully customizable and comprehensive billing solution for your business. Call 1.877.732.4814
LOOKING FOR SOMETHING SPECIFIC?
One system for all your digital payment, esignature, document,
and photo workflows
CASE STUDIES
See how PDCflow can work for your business
Assistentcy LLC Extended Business Office
Doubled credit card payments in one year by providing a friction-free customer experience.
Read Case Study
RMS LLC, Debt Collection Agency
Improved payment compliance workflow and automation of payments.
Read Case StudyTHIRD-PARTY REVIEWS
Don’t just take our word for it.
“When we started using Flow, if a consumer or patient said they wanted to pay with a credit card, but didn't have the information readily available or didn't have the time because they were at work, my team makes the offer of emailing or texting them that payment link. And the thing that we noticed over the year was that our credit card receipts almost doubled.”
Cameron Karim
President, Assistentcy LLC
4.6 (56+) Capterra Reviews
4.6 (50+) G2 Reviews
Integrate fast and easy with our open APIs
Explore API Integration
Set up better payment communication workflows
Consult with a Payment Communication Expert to learn how.
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Not quite ready?
Continue learning with PDCflow resources
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