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Accounting and Billing

Run billing that makes Sense to your team.

Billing made easy

Auto create an invoice at checkout or after a visit, based on your rules

Itemized lines for services and products, with taxes and discounts

Partial payments, deposits, credits, and refunds handled cleanly

Branded templates with sequential numbering

Payment links by QR, SMS, or email

Receipts and credit notes generated automatically

Medform Payer Screen
Medform Payer Screen

Payers made easy

• Set a primary payer for each patient and add secondary or tertiary payers when needed

• Support for family and guardian accounts so a parent or caregiver can pay for another patient

• Split a single invoice across multiple payers by amount or percentage

• Save payer preferences so future visits bill correctly without extra clicks

All the reports you need

  • Accounts receivable aging by payer type

  • Daily close with payments by method and expected versus collected

  • revenue by provider, service, and date range

  • Unpaid and overdue lists with quick follow up actions

  • CSV, Excel and PDF exports for your accountant and full audit trail

  • Customized reports
Medform Payer Screen
Whats Included
SEO-Powered Clinic Website

SEO-optimized dental minisite that ranks locally and drives organic new patient bookings.

Lead Management Built in CRM

Capture, route, and track leads from forms, calls, and ads with smart workflows.

Online Booking & Calendar Sync

Cloud patient self-scheduling with availability rules; syncs with Google/Outlook; reduces no-shows and gaps.

Digital Forms & E-Signatures (EMR)

HIPAA-ready intake, consents, and treatment plans in your dental EMR—paperless, mobile-friendly.

Billing & Payments (Accounting)

Advanced billing and accounting in PMS: invoices, receipts, payment links, refunds, reports.

E-Prescriptions in an instant

Create and send secure e-prescriptions from the cloud dental EMR—fast, compliant, accurate.

Automated Recalls & Follow-Ups

Automated recalls, reminders, and post-visit flows via email/SMS—boost hygiene reappointments and production.

Patient Reviews & Reputation

Collect verified patient feedback and Google reviews; publish on minisite to grow trust.

Imaging & Scanner Integrations

Seamless integrations with dental scanners and imaging; import documents directly into EMR.

Key Benefits of Medform Practice Management Software

Good to know: Whether you’re a psychologist, physiotherapist, or orthopedic doctor, Medform adapts to your specialty with tools for notes, imaging, and treatment follow-ups. — all while meeting strict security standards (HIPAA, ISO 27001, ISO 27799).

  • Efficient Clinic Operations
    Medform helps you run your clinic more efficiently — with one system for scheduling, billing, and patient records, so your team spends more time on care and less on admin.
  • Smart Automation
    Automation handles the small but critical details — from reminders and follow-ups to treatment summaries — so nothing slips through the cracks.
  • Free Access for Early Clinics
    Many clinics join Medform through our free plan, which gives full access to EMR, billing, and patient communication while providing feedback that shapes the platform.
  • Patient self-service: booking, e-consent, and online payments
    Medform supports self-service without forcing a portal login. Patients can schedule appointments, sign digital consent forms, and pay online—reducing front-desk workload and improving convenience for new and returning patients.
  • Built for Every Specialty
    Medform is designed to fit any healthcare provider — from doctors and surgeons to therapists, psychologists, and caregivers. The platform adapts to your specialty with the right tools for patient records, scheduling, billing, and communication.
  • Cloud-based, HIPAA-aligned, and ISO-guided data protection
    Medform is built for security: HIPAA alignment and controls guided by ISO 27001 (information security) and ISO 27799 (health data protection). Records are encrypted, and role-based permissions protect sensitive information across devices.
  • Digital Presence & Patient Growth
    Patient engagement is built-in: your clinic’s Medform site allows online booking, digital forms, and automatic review collection to strengthen your reputation.
  • All-in-one: EMR, management, payments, and growth tools
    Unlike point solutions, Medform brings EMR, practice management, online booking and payments, and marketing automation together. The platform also includes a built-in CRM, an attendance dashboard for tracking staff activity, and smart automation tools that streamline workflows. The SEO minisite works alongside these features to reliably increase patient volume and improve clinic efficiency.

Medform Clinic Site

Build custom Clinic site in minutes

The SEO-Powered Clinic Website is a minisite built to rank high on Google, attract local patients, and drive bookings. It’s SEO-optimized, focused on visibility, and designed to convert visitors into appointments.


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All In One

One Platform. Every Workflow.

Medform’s edge is the seamless integration between clinical, operational, and marketing systems — meaning no lead gets lost, every patient interaction is recorded, and your team can move from inquiry to booked appointment without switching to other softwares.

 

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Calendar & Booking

Online Booking & Calendar Sync

Medform offers a seamless online booking system where patients can schedule appointments anytime. The system includes an automated calendar that syncs in real time with clinicians’ schedules, keeping everything accurate, preventing double bookings, and minimizing administrative work.

Digital Forms

EMR & Digital Forms

Medform combines a secure electronic medical record (EMR) with customizable digital forms for intake, consent, and follow-ups. All data flows directly into the EMR, cutting paperwork, reducing errors, and keeping records compliant and up to date.

Why it’s good:

  • Saves time and streamlines workflows

  • Improves accuracy and reduces mistakes

  • Enhances patient experience with easy digital forms

  • Keeps information secure and always accessible

Fast - Paperless

Accounting & Billing

Medform includes an integrated billing and accounting system that simplifies financial management for clinics. Invoices, receipts, and payment tracking are handled digitally, with support for insurance claims and multiple payment methods. Automated processes reduce manual work, ensure accuracy, and keep financial records organized and compliant.

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Digital Prescriptions

E-Prescriptions

Medform allows clinicians to create and send digital prescriptions directly from the EMR. Prescriptions are stored securely, easy to access, and can be shared electronically with patients or pharmacies. This reduces errors, saves time, and ensures a clear, traceable record of all medications.

Automated

Recall & Follow-Up

Medform helps clinics stay connected with patients through automated recalls and follow-ups. The system reminds patients about upcoming checkups, ongoing treatments, or routine screenings, and tracks follow-up visits within the EMR. This ensures better continuity of care, improves patient compliance, and reduces missed appointments.

Automated Review Requests

Hands-Free Reputation Building

Medform automates review requests after each visit, making it easy for patients to leave feedback on Google and other platforms. This builds your clinic’s online reputation, boosts visibility in local search, and strengthens patient trust without adding extra work for staff.

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Fast Imaging

Imaging & Scanner Integrations

Medform connects seamlessly with imaging devices and scanners, allowing test results, X-rays, and documents to be uploaded directly into the patient’s EMR. This eliminates manual file handling, keeps records organized, and ensures clinicians have instant access to all relevant visuals and reports.