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💳 Bite-Sized Payment Clarity Quiz

More clarity. Less chaos. Start with your payments.

In under 2 minutes, identify where your practice may be losing revenue, time, or efficiency.

“Most practices uncover $300–$1,000+/month in savings"

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Question 1 of 6

1. Understanding Your Fees

 

Which best describes your current visibility into processing costs?

 

A

I clearly understand my fees, effective rate, and monthly statement

B

I understand some of it, but not fully confident

C

I’m not sure what I’m really paying

Question 2 of 6

2. Managing Costs

 

How are you currently handling credit card fees?

A

I have a strategy in place to reduce or offset fees

B

I know I should, but haven’t implemented anything yet

C

I’m absorbing all fees without a clear plan

Question 3 of 6

3. Payment Workflow Efficiency

 

How smooth is your payment process?

A

Payments post automatically with little to no manual work

B

Some automation, but still requires manual steps

C

Mostly manual entry and time-consuming

Question 4 of 6

4. Patient Payment Experience

 

What options do you offer patients?

A

Multiple modern options (text-to-pay, online, recurring)

B

Basic options, but limited flexibility

C

Mostly in-office or manual payments only

Question 5 of 6

5. Team Confidence

 

How confident is your team with payment conversations?

A

Very confident and consistent

B

Somewhat confident, but varies by team member

C

Inconsistent or uncomfortable discussing payments

Question 6 of 6

6. Collections & Cash Flow

 

How effectively are you collecting payments?

A

We collect at time of service consistently

B

We collect most, but still chase balances

C

We regularly deal with outstanding A/R

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