Integrated Payments

/modules/integrated-payments

Page purpose (designer & content owners — read first)

This page positions Integrated Payments as Primoro’s platform‑native payments layer — allowing practices to take, manage, reconcile, and follow up on payments without separate terminals, portals, or manual double‑entry.

It is not:

• a standalone card machine or fintech bolt‑on
• a separate payments portal with its own login
• a replacement for appointment rules, deposits, or plan logic that already live in CORE

It must communicate:

• Integrated Payments is an optional, individually sold module
• Deposit rules and no‑show enforcement live in Appointment Manager (CORE); Integrated Payments handles collection, receipts, reconciliation, and exceptions
• Direct debits for Care Plans and Hygiene Plans are included with those modules and do not require Integrated Payments
• Payments are handled inside Primoro, using existing SSO, RBAC, and audit controls

Tone: clear, operational, finance‑safe. Platform‑first. No fintech hype.

Hero

Integrated Payments — one platform‑native way to get paid

Take payments in practice, online, in the app, or by phone — with receipts, reconciliation, and audit trails built into Primoro.

Integrated Payments removes the need for separate payment portals and manual reconciliation, keeping payments aligned with appointments, patients, and workflows.

CTAs → Request a demo (/request-a-demo) → Explore the Performance Suite

What Integrated Payments does

Integrated Payments provides an end‑to‑end payments layer embedded directly inside the Primoro platform and integrated with the practice PMS.

It supports:

• in‑practice card payments
• online and in‑app payments
• pay‑by‑link
• secure phone payments via a virtual terminal
• digital wallets

Payment status, receipts, and exceptions update in real time — eliminating double entry and reducing reconciliation effort.

Who it’s for

• reception and finance teams
• practice owners and managers
• group and multi‑site operators
• patients paying in practice, online, or in the app

What it solves

• multiple payment systems and portals
• manual reconciliation between card machines and the PMS
• insecure phone‑payment workarounds
• fragmented receipts and poor patient payment communication
• limited visibility into failed payments, refunds, and exceptions

Core capabilities

1) Platform‑native payments (no extra logins)

All payment actions happen inside Primoro, using existing:

• single sign‑on (SSO)
• role‑based access controls
• audit and security model

There is no separate payments portal to manage or reconcile.

2) In‑practice card payments (terminal‑based)

Payments can be initiated directly from Primoro and completed on integrated terminals:

• countertop terminals for reception
• handheld terminals for surgeries or consult rooms

Payment confirmation posts back instantly to Primoro and the PMS.

3) Online, in‑app & digital wallet payments

Patients can pay outstanding balances and requested amounts through:

• the Primoro mobile app
• the web portal
• secure checkout flows

Modern payment methods, including digital wallets, are supported where enabled.

4) Pay‑by‑link (app‑first delivery)

Generate a secure payment link for a specific invoice or balance:

• delivered in‑app first
• email and SMS fallback where required

Status updates automatically when payment is completed.

5) Secure virtual terminal (phone & remote payments)

Authorised staff can take phone or remote payments using a built‑in virtual terminal:

• PCI‑compliant by design
• sensitive fields are protected and card data is tokenised
• call recording can be automatically muted during card entry when AI Receptionist is enabled

6) Deposits — CORE rules, enhanced end‑to‑end flow

Deposit rules and enforcement live in Appointment Manager (CORE).

Integrated Payments enhances this by:

• clear deposit status visibility
• automatic receipts and patient confirmations
• full exception handling (waive, refund, override)
• audit trail for all deposit actions

7) Refunds, splits & exceptions

• full and partial refunds with audit trail
• split payments across methods (e.g. card + cash)
• optional approval controls for higher‑risk actions

8) Receipts & payment messaging (app‑first)

• receipts and confirmations delivered via the patient app first
• email/SMS fallback where needed
• all messages logged in the Communication Hub

How it fits within Primoro

Integrated Payments connects tightly with:

• Appointment Manager (CORE) — deposit visibility and enforcement
• Care Plans & Hygiene Plans — complements recurring billing with ad‑hoc payments
• Smart Treatment Proposals — payments and finance options on acceptance
• Communication Hub — receipts, links, alerts, and finance messages
• Task Manager — follow‑ups for failed payments, disputes, and approvals
• Performance Dashboards — collection speed, method mix, and exceptions

Security, compliance & governance

Integrated Payments is designed for regulated healthcare environments:

• PCI compliance by design
• no card data stored by the practice
• role‑based permissions for payments, refunds, and terminals
• full audit trail for every transaction and action

Additional value for groups

For multi‑site operators, Integrated Payments provides:

• standardised payment workflows across locations
• cleaner, comparable financial data
• central visibility of exceptions and performance
• reduced operational overhead for finance teams

Part of the Performance Suite (sold individually)

Integrated Payments is part of the Performance Suite, sold as an individual module.

It can be enabled on its own or alongside other performance and finance capabilities.

Nothing in CORE depends on it.

Visual guidance (for designers)

Design should clearly show the end‑to‑end flow:

• “Collect payment” → terminal tap → confirmation
• mobile app “Pay now” and receipt view
• secure virtual terminal with masked fields
• failed payment → auto‑created task
• dashboard cards showing collection speed or payment mix

Avoid:

• generic fintech imagery
• external portal screenshots
• anything implying payments operate outside Primoro

Frequently asked questions

Is Integrated Payments required for deposits?

No. Deposit rules and enforcement are part of Appointment Manager (CORE). Integrated Payments handles collection, receipts, reconciliation, and exceptions around those rules.

Do Care Plans or Hygiene Plans require Integrated Payments?

No. Direct debits for Care Plan and Hygiene Plan subscriptions are included with those modules. Integrated Payments complements them by handling ad‑hoc payments, top‑ups, and exceptions.

Is there a separate payments login or portal?

No. All payments are handled inside Primoro using existing single sign‑on, permissions, and audit controls.

Can we take phone payments securely?

Yes. Integrated Payments includes a PCI‑compliant virtual terminal for authorised staff, with protections such as tokenisation and call‑recording mute when supported modules are enabled.

How are receipts sent to patients?

Receipts and confirmations are delivered via the patient mobile app first, with email and SMS fallback where required.

Is this suitable for multi‑site groups?

Yes. Integrated Payments is designed to support standardised, centralised payment handling across multiple locations.

Final CTA

Get paid faster. Reduce admin. Keep payments aligned with patient care.

→ Request a demo (/request-a-demo) → Explore the Performance Suite