Get patient balances paid faster

Roots gives practices a hosted portal and text-to-pay links for patient statements, with payment plans, card-on-file and postings back to your practice-management system.

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Maple Street Family MedicineInvoice STMT-8812 · Due in 30 days

Sent

Bill to

Sam Rivera

Office Visit - Patient Balance

$85.00

Lab Work - Patient Balance

$42.50

Amount due$127.50

Pay by cardPay by bank

What each solution adds

Explore what each solution adds to collection, records and support.

Patient Payment Portal

Roots gives practices a hosted portal and text-to-pay links for patient statements, with payment plans, card-on-file and postings back to your practice-management system.

Portal branding and statement QR/links
PM-system integration
Payment-plan policy setup

Maple Street Family MedicineInvoice STMT-8812 · Due in 30 days

Sent

Bill to

Sam Rivera

Office Visit - Patient Balance

$85.00

Lab Work - Patient Balance

$42.50

Amount due$127.50

Pay by cardPay by bank

HSA/FSA Payments

HSA and FSA cards only approve at healthcare merchants or at retailers with an Inventory Information Approval System (IIAS). Roots sets up the right merchant category and, for retailers, an IIAS-capable POS so eligible purchases approve.

MCC and eligibility review
IIAS/SIGIS onboarding support
Item eligibility flags

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Popular

Adjustment Visit$65.00Therapeutic Massage (30 min)$55.00Posture Support Pillow$39.00

Maple Street ChiropracticOrder #436

1× Adjustment Visit

$65.00

1× Therapeutic Massage (30 min)

$55.00

1× Posture Support Pillow

$39.00

Tax

$2.93

Total$161.93

Charge

✓

Payment approved

$161.93 · Visa •• 4242

Text to Pay

Text to Pay sends customers a secure, hosted payment link by SMS so they can pay by card, wallet or ACH without reading card numbers aloud. Roots sets up the templates and consent flow.

Template and branding setup
10DLC/consent guidance
Integration with your CRM or dispatch [custom]

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Riverbend Home ServicesText message

Hi Avery, your total is $1868.00. Tap the link to pay.Pay Riverbend Home Servicespay.rootspayments.com/gl-2291Paid, thank you!Receipt: $1,868.00 received. Thank you!

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Patient Payment Portal questions

Roots helps plan a payment experience that links a patient balance to payment collection, confirmations and reconciliation.

We can plan installment schedules, authorizations and balance updates with your team, then connect the collection workflow through a processing partner.

Bring your billing system, patient balance references and payment-plan policy. Roots uses these details to plan your workflow and prepare a clear setup scope.

Request a quote for your business and the setup you need. We review the scope and costs with you before you proceed. Consultations and payment reviews are free.

Ready to talk it through?

Book a free 30-minute review. We’ll map your setup, explain the options and work through clear next steps.