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Pre-qualifying Your Patients

Learn how to quickly check a patient’s eligibility for a payment plan without affecting their credit score. This guide covers how to access and use this feature and its benefits, helping you simplify and improve the patient experience.

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

Access Custom Pre-Qualification Links

Drive Practice Growth With Pre-Qualification

Benefits How to Put Into Practice
Gives patients financial clarity upfront Patients can see how much they may qualify for before their appointment, helping them feel more confident and prepared.
Fast and credit-safe The process takes less than 2 minutes and has zero impact on credit, making it an easy first step for any patient.
Increases appointment follow-through When patients know what they can afford, they’re more likely to show up and say yes to treatment.
Re-engage past patients Reach out to patients from the past 6–12 months who have open treatment plans, especially those who delayed due to cost.

 


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

  1. From the dashboard in the Provider Portal, locate the Send Pre-Qualification Link card in the upper left.
  2. You will see the card defaulted to send link via text
  3. Enter the applicants phone number and click text link
  4. A text message will be sent and the applicant can complete their pre-qualification directly from their device
  5. To send via email, click the arrow dropdown and select Email Link
  6. An email will be sent and the applicant can complete their pre-qualification directly from their device

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

Select the Service Type
Enter valid mobile phone number
Enter code sent to mobile phone
Full name of applicant
Date of Birth of the applicant
Enter a valid Email Address
Applicant enters physical address
Last 4 of SSN/ITIN and Get Pre-Qualified
 

Checking Pre-Qualification Status

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

Lifecycle Stage

    

Status

  
Pre-Qaul The applicant has not moved forward with an application.   Pre-Qualified The applicant is pre-qualified and can move forward in the application process.
Application The applicant has selected their offer but has not completed their payment plan setup.   Not Pre-Qualified The applicant has not been pre-qualified and no offers exist for this applicant.
Payment Plan The applicant has completed their payment plan setup and billing will begin.      

 

Turning A Pre-Qualification Into A Funded Payment Plan

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 Finalize Application from the Pre-Qualification card
  • Enter the Treatment Cost, Service Date, and the Internal Patient ID
  • Click Start New Pre-Qual

  • 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
  • The applicant will then select their offer. 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

Access Custom Pre-Qualification Links

  1. For Admin users, from the Provider Portal click the profile icon
  2. Select Settings
  3. From the Settings page, click Pre-Qual Links
  4. Copy the code to your browser and allow the patient to complete on an in office device. These links can also be emailed by the provider to the applicant. 

If you know the treatment being performed, it's important to use the link associated with the service the patient would receive. This ensures the applicant receives the appropriate offers.

 


See our frequently asked pre-qualification questions here.