Payment depends on coming in
The amount waits until the patient can stop by.
Clineo Pay
Send the patient a secure payment link so they can pay remotely by card. The payment is recorded on the patient record and in finance automatically.
No waiting for cash
Send the payment link by SMS or WhatsApp. The patient pays by card on a secure page, and the amount lands on their record instantly.
Familiar problems
The patient intends to pay, but if paying depends on coming to the clinic, collection gets delayed.
The amount waits until the patient can stop by.
Payments are written in a separate ledger; when one is missed, the balance goes wrong.
Who still owes how much only comes up when the patient comes in.
What changes
You collect the same amount without waiting for the patient to be in the clinic.
Collection depends on the patient’s schedule.
Payment link — You send the link by SMS or WhatsApp; the patient pays by card on a secure page.
Double entry, missed balances.
Automatic recording — Incoming payments are recorded on the patient record and in finance automatically. The receipt is ready.
It’s unclear who owes you what.
Outstanding payments list — You see unpaid amounts and send reminders.
Why Clineo
Clineo Pay shares the same record as payment plans and finance.
Remote collection with a single link; the patient pays even when not at the clinic.
Payments are taken through a secure provider.
Incoming payments are recorded on the patient record and in finance automatically.
You’re notified when the payment is complete.
Track unpaid amounts and send reminders.
Create and share a document after payment.
How it works
Clineo Pay shares the same record as treatment, payment plans and finance.
Create a payment for the patient and procedure.
Send it by SMS or WhatsApp.
They complete it by card on a secure page.
The payment is recorded automatically; the receipt is ready.
Works together with
It’s the link between the payment, the treatment and the financial record.
payments go straight into the financial record
link the plan total to installment payments
turn a payment into an invoice
send payment reminders by message
collect in a different currency
AI assistant
Ask “what does this patient still owe” and Neo gives you the amount. Neo only reads financial records; actions like creating a payment go ahead with your approval.
Where to start
The first step is to set up your payment provider account; we do it together during setup. After that, the easiest start is with patients who leave the clinic without paying: choose the amount, send the link on WhatsApp and watch the payment land on the record. Once you’ve seen this flow, you start checking the outstanding payments list regularly.
FAQ
If your answer isn’t here, you can ask us directly in the demo call.
Ask in the demoReady when you are
Let’s plan a short walkthrough for your specialty so you can see this feature in your own clinic workflow.