Skip to content
Money & integrations

The collections workboard

Work open balances honestly, with pay-links and a dunning state per patient.

3-minute readAll docs

Collections (Business → Shop → Collections) lists open PMS balances so the desk can work them in order, send a pay-by-email link, and see where each patient is in the follow-up — without inventing aging numbers the PMS didn’t give us.

  1. Sort by largest open balance; each row shows the latest pay-link status and last online payment.
  2. Send a pay-link in one click; the patient pays online and it lands in your reconciliation.
  3. Escalate a stubborn balance into a payment plan right from the board.
Still stuck?

Email us and a person answers

If this article did not get you there, hello@dreamcreatestudio.com reaches a human — and the doc gets fixed too.