Payments — Fast, Reliable, In-Workflow Checkout Inside ClinicOS

Payments is the financial overlay inside ClinicOS.

Written By Brendan Baker

Last updated About 4 hours ago

It lets your team collect payments, handle deposits, and finalize checkouts without leaving the care workflow — so visits end cleanly, and your team doesn’t lose context.

Payments uses the same Launchpad overlay as Workflow. It floats above your current screen and closes the moment you’re done.

What You Can Do in Payments

Collect Payments

Accept:

  • Credit and debit cards

  • ACH (where supported)

  • Digital wallets

All processed through your connected payment provider, configured under Admin → Payment Settings.

Offer Financing (Future-Ready)

ClinicOS is already wired to support integrated financing and credit options (BNPL-style and traditional lines of credit).

  • The rails are built.

  • The workflows are in place.

  • As individual providers approve and certify ClinicOS, clinics will be able to toggle them on in Payment Settings.

Until then, Payments operates using your currently connected processor only.

One-Click Checkout

Launch Payments directly from:

  • Approved CarePlans

  • Estimates

  • Invoices

  • Discharge summaries

Totals flow in automatically — no retyping.

Partial Payments

Take:

  • Deposits

  • Pre-op retains

  • Hold amounts

Then apply remaining balances at check-out or over time, according to your clinic’s own policies.

Split Payments

Divide a single invoice across multiple payment methods, such as:

  • Card + cash

  • ACH + card

  • Multiple cards

(Subject to what your processor supports.)

Instant Receipts

Print or email receipts directly from the overlay once payment is completed.

Why Payments Matters

Fast Checkout

No more bouncing between a PIMS, a standalone terminal, and a separate payment dashboard.

Better Client Experience

Clients pay where they are — at the exam room, at the front desk, or remotely — without long delays.

Fewer Errors

Because Payments pulls directly from:

  • Invoices

  • CarePlans

  • Estimates

…there’s no manual math or re-keying totals.

Clear Financial Records

Every completed payment attaches to:

  • the patient record

  • the invoice

  • financial reporting in PawthosX BI / ClinicOps Center

Example in Action

  1. A CarePlan is approved in the exam room.

  2. The provider clicks Payments — the overlay opens instantly.

  3. All charges flow in from the approved plan.

  4. The client chooses how to pay (e.g., card now + deposit for a future procedure, based on your clinic policy and enabled options).

  5. Payment completes in one step.

  6. The invoice, patient record, and reports update automatically.

Key Integrations

Invoicing

Every line item on the invoice flows into Payments with no re-entry.

CarePlan / CarePlan+

Approved plans become ready-to-pay estimates instantly.

Inventory

As items are paid, associated inventory can adjust automatically according to your configured rules.

PawthosX Business Presence & Payment Reconciliation.

Payment data feeds into operational and financial dashboards in real time. Clinics can provide team members with guardrails for refunds and goodwill credits with refunds over "x" defined amount requiring admin or management approval.

Coming Soon: Payments Through the MyPet App

ClinicOS and MyPet are designed so that payments don’t have to happen at the front desk.

As MyPet payments are enabled, clients will be able to:

Review & Approve Plans

  • Receive CarePlans and estimates through MyPet

  • Review itemized treatments and costs

  • Approve or request changes digitally

Sign Digitally

  • Capture electronic approval and consent

  • Store confirmations with the visit record

Pay Invoices Remotely

  • Settle balances from their device

  • Pay for follow-up visits, prescriptions, or deposits ahead of time

Use Stored Payment Methods

  • Securely save cards or bank details

  • Check out faster at future visits

  • Reduce card-handling time at the front desk

💡 This means:

  • Faster checkouts

  • Less congestion at reception

  • More predictable cash flow for the clinic

All without requiring extra hardware beyond what your processor already supports.

Enabling Payments & Preparing for MyPet

To use Payments today — and to be ready for MyPet payments as soon as they’re activated for your clinic — you must:

  1. Connect a supported payment processor under Admin → Payment Settings.

  2. Confirm your accepted payment methods (card, ACH, digital wallets as supported).

  3. Align your internal policies on deposits, partial payments, and refunds.

As additional financing and credit partners certify ClinicOS, those options will appear as toggleable features, not new systems to learn.