Pre-Qualifying Your Patients

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Drive Practice Growth With Pre-Qualification

How to Start The Pre-Qualification Process

How Patients Complete the Pre-Qualification Process

Checking Pre-Qualification Status

Turning A Pre-Qualification Into A Funded Payment Plan

Finding Your Practice's Pre-Qualification Links

Which Pre-Qual Link to Use

Locating your 4 Digit Text Code

Accessing Your Text To Pre-Qualify Code

End-to-End Patient Experience Walkthrough

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Drive Practice Growth With Pre-Qualification

Offering a simple Pre-qualification option can make a big impact on how patients approach care—and how your practice grows. By giving patients financial clarity upfront, you help remove cost-related barriers that often delay treatment. It’s quick, credit-safe, and easy to add to your workflow.

Check out our article on how to put Pre-qualification into practice and help more patients say yes to care:

👉 How to Grow Your Practice with Pre-Qualification

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How to Start The Pre-Qualification Process

There are a few ways to get your applicant prequalified either send directly to the applicant or bookmark a custom link to your in office device

Send Link Directly To The Applicant - Text or Email

• From the dashboard in the Provider Portal, locate the Send Pre-Qualification Link card in the upper left.

• The card defaults to Text Link; a message is sent so the applicant can complete Pre-Qualification from their device.
• To send by email, select Email Link using the arrow. The applicant will complete Pre-Qualification from their device.

👉 Check out our video on the full experience here.

How Patients Complete the Pre-Qualification Process

Once you choose how the applicant will receive their pre-qualification link, they will have a few steps to complete in order to get Pre-Qualified.

1. The applicant will select the Service Type from the dropdown menu on Step 1 and click Get Started
2. Next, they will enter their valid mobile phone number and click Next
3. A text message will be sent to that device with a validation code, enter the code on Step 3 and click Next
4. On Step 4 the applicant will enter their Full Name and click Next
5. Then they will enter their Date of Birth and click Next
6. Enter their valid Email Address and click Next
7. Now, they will enter their Physical Address and click Next
8. On the final step they will enter the last 4 of their SSN/ITIN and click Get Pre-Qualified
9. If Pre-Qualified, a screen will appear with their pre-approval amount and a calculator to help them estimate their monthly payment.

All information entered here will be used in their final application if pre-qualified.

Checking Pre-Qualification Status

You can check the status of a prequalification request by going to the main dashboard on the Provider Portal. Here you will see two status columns that will indicate where the applicant is in the process and their status.

Once an applicant is pre-qualified, their are a few additional steps needed to setup the payment plan.

• Access the Provider Portal and find the applicant in the dashboard grid

• Select the HFD ID of the pre-qualification for that applicant

Select the one or both options to send the apply link to the applicant via text or email

The applicant will be taken to step 3 of the application flow where they will agree to terms

They will select the offer that works best for their budget. Offers are presented based on the service selected in the Pre-Qualification step and the applicants credit

 

• The applicant will then enter they payment details for their down payment (if required) and their payment details for their monthly payments

• Finally, the applicant will scroll through and review their agreement, check to agree and click Complete & Pay 

   

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Finding Your Practice's Pre-Qualification Links and Text Code

Your Pre-Qual links are unique to your practice. To access your Pre-Qual links in the Provider Portal:

1. Click your profile icon in the top right corner and select Settings

2. On the Settings page, click Pre-Qual Links
   

Which Pre-Qual Link to Use

If you don’t know the specific treatment a patient will receive (for example, if you're adding the link to your website), use the General Pre-Qual link at the top of the page.

If you do know the treatment type (like when sending the link after a consultation), use the Pre-Qual link that matches that service.

Using the right link ensures your patient sees the most relevant offers for their treatment.

Locating Your Text Code

Your text code is the 4-digit number found at the end of your general Pre-Qual link URL (see example image below). Patients can text your code to 39308 to receive your practice's Pre-Qual application. This code is unique to your practice, it ensures applications are routed correctly and patients receive accurate info.

Text To Pre-Qualify

Make prequalification quick and convenient with Text to Apply. Patients can apply anytime, anywhere. Adding the practice code and text to apply number to your website or marketing material makes access even easier, capture interest instantly (even after hours), and start financing faster.

Accessing Your Practice Text to Apply Code

1. In your provider Settings, go to the Pre-Qual Links and find the Text to Apply tab.
2. Copy your Practice Code and add to your website along with the text in number.

End-to-End Pre-Qualification Patient Experience Walkthrough

Get a full walkthrough of the patient Pre-Qualification experience, from start to finish. See how quick and easy it is, and how it helps patients feel more confident and ready for care.