Medical Billing

Use a billing and payment solution that can personalize the patient payment journey.
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One Step Digital Workflow for Payments, Documents and eSignatures
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    HIPAA Compliant
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    UPTIME Achieved
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    SOC 2 Compliant
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    LEVEL 1 Compliant


Improve the patient financial experience with Flow Technology's email and SMS smart requests.

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    Send Documents
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    Send Payment Requests
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    Gather Legally Binding Signatures
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    Request Photo Uploads

Improve payment collection rates

Use channels patients prefer – email and SMS. Deliver billing statements and payment forms directly to patients through their requested digital channel.

Send payment reminders

Email or text reminders to patients. With a Flow smart request, you can include any document – like account statements and payment agreements – with a payment form. Patients can review, enter their own payment data, and submit payments in minutes.

Offer self-serve payment options

Customize online payment portals by department and location. Send payment pages to patients through a Flow smart request or a customized QR code. No need for usernames and passwords. Patients just click, verify identity for HIPAA compliance, enter payment data, and submit payment.

Set up any employee to send Flow requests

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.

Stay HIPAA and PCI compliant

Dual authentication verifies identity to ensure information is received by the intended recipient. No need to take payment data over the phone. Agents can send a Flow payment request through text or email. Patients enter their own payment data in real-time.

Capture insurance and photo IDs

Send a Flow smart request to capture insurance card images, photo IDs, and copay data. Process insurance eligibility early. Bank account or credit card information is verified for accuracy and stored in a secure vault to be used when needed.


Create payment and billing workflows to optimize patient experience.

  • Create Custom Workflows
  • Accept multiple payment methods
  • Allow flexible time frames
  • Pull a detailed audit report

Create a one step workflow

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    Eliminate the need for multiple softwares to send a contract or invoice, capture a signature, and collect a payment.
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    Reduce time and money spent on follow up for incomplete customer transactions. 
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    Speed up business processes and cash flow. Don’t wait for the check to come in the mail.
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    Increase office efficiency with custom templates.
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Flow + Payments
  • Create custom workflows
  • Enable omnichannel payments
  • Set up unlimited users and templates
  • Access detailed reporting
  • Understand your payment data

Set up the options you need

  • Send by email, text message, or both.
  • Include billing statements for patient review.
  • Request signatures on documents and payment plans.
  • Allow patients to upload insurance card images and photo IDs.
  • Enable self-serve recurring payment set up for larger balances.
Create custom workflows

Give your patients the channels they prefer

  • Take credit, debit, HSA, flexible spending accounts, and ACH payments.
  • Accept payments online, over the phone or through POS, 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.
  • Use customized QR codes to allow patients to pay online.
  • Send itemized statements for review with a payment form through email and SMS.
Enable omnichannel payments

Set up your office for payment success

  • Set up unlimited users. Every employee can send Flow payment requests through email and text regardless of department or location.
  • Create unlimited templates. Use customized messaging and templates for every stage of the patient billing process.
  • Make it easy for your staff by locking down the templates and workflows they need through your admin configuration.
Set up unlimited users and templates

Pull audit reports and track the progress of Flow requests

  • Patients 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.
Access detailed reporting

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.
Understand your payment data

A fully customizable and comprehensive billing solution for your business. Call 1.877.732.4814


One system for all your digital payment, esignature, document,
and photo workflows

  • Recurring Payments
  • E-Signature
  • E-Bill Presentment & Payment


See how PDCflow can work for your business


Bayview Solutions

PDCflow's FLOW Technology gave Bayview Solutions the ability to get written consent on payments in minutes and reduced chargebacks.
Read Case Study

Bayview Solutions

PDCflow's FLOW Technology gave Bayview Solutions the ability to get written consent on payments in minutes and reduced chargebacks.
Read Case Study

Niagara Falls Memorial Medical Center

NFMMC has achieved 22% year over year growth of online payments.

Read Case Study

Assistentcy LLC Extended Business Office

Doubled credit card payments in one year by providing a friction-free customer experience.

Read Case Study


Don’t just take our word for it.

“Great System! I like the use and the ease of this software! In a digital world, it's great to have the option of emailing receipts or payment plans to patients. We have a link on our website, which has been awesome!”
Katie K.
Billing, Medical Practice
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.
Get Started

Not quite ready?

Continue learning with PDCflow resources

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How to Use Email and Text in Your Debt Collection Strategy


Credit Card Payment Processing: A Guide for Merchants


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