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Get Started with UnifiedPay

UnifiedPay is Unified Practice's fully integrated payment processing solution, allowing you to collect payments, send payment invoices, securely save payment methods, and manage payment activity directly within Unified Practice.

If you're already approved for UnifiedPay, the best next step is scheduling a setup call with a member of our team. If you're still exploring whether UnifiedPay is the right fit for your practice, we recommend reviewing our UnifiedPay Overview article or scheduling a demo to learn more.

 

Schedule a UnifiedPay Setup Call 

    The best way to get started with UnifiedPay is by scheduling a one-on-one setup call with a member of our team.

    During the call, we'll review the payment features available to you, run a test transaction, answer any questions, and help ensure you feel comfortable and confident using UnifiedPay.

     📅 Schedule Your UnifiedPay Setup Call 

     

    Review the Quick Start Guide

    The Quick Start Guide is designed to serve as a refresher after your setup call and can be referenced whenever you need help with a specific payment workflow.

    📖 UnifiedPay Quick Start Guide

    Topics include:

    • Receiving payments
    • Sending payment invoices
    • Saving payment methods
    • Processing voids and refunds
    • Accessing reporting
    • Managing Card Capture for Policy Enforcement settings to enforce any clinic policies

     

    New to UnifiedPay? 

     If you're still exploring whether UnifiedPay is the right fit for your practice, the resources below can help you learn more about the available features and next steps: 

    • What is UnifiedPay?
      •  Learn about UnifiedPay's payment features, reporting tools, and Card Capture for Policy Enforcement. 
    • How to Apply for UnifiedPay
      •  Learn how to request an application, inquire about a custom pricing quote, and get started with the approval process. 
    • Schedule a Demo
      •  Meet with a member of our team to see the payment features in action and determine whether UnifiedPay is a good fit for your practice. 

     

     If you have questions about UnifiedPay or would like assistance getting started, our team is here to help!

     📧 payments@unifiedpractice.com
    📞 1-866-221-4555