How to Apply for UnifiedPay

Getting started with UnifiedPay is simple. You can either request a UnifiedPay application directly through our secure merchant portal or connect with our team through Unified Practice to request additional information or inquire about a custom pricing quote.

Step 1: Request a UnifiedPay Application

Visit the link below and enter your email address to receive a secure link to complete your application:

https://boarding.fullsteampay.net/Unified%20Pay/en-US

Alternatively, if you're already using Unified Practice, you can click Join UnifiedPay in the left-hand navigation menu within the web browser version of Unified Practice.*

From there, you can:

Request additional information about UnifiedPay
Submit three months of processing statements for a custom pricing quote
Connect with our team to discuss your payment processing needs

* Only clinic administrators or users with administrator permissions can access the Join UnifiedPay option.

Step 2: Complete the Application

As part of the application process, our payment processor requires an underwriting review to help verify your business information and ensure compliance requirements are met.

The application will ask for information about your business, ownership, and banking details. To help make the process as smooth as possible, we recommend having the following information available before completing your application:

Legal business name and physical business address
Tax Identification Number (EIN or SSN for sole proprietors)
Customer service phone number and email address
A voided check or bank verification letter
Owner information for anyone with 25% or more ownership, including name, address, Social Security Number, and date of birth
Control person information, if different from the owner
Website URL, social media profiles, or marketing materials that can be used to verify your business

Depending on your business type and ownership structure, additional documentation may be requested during the underwriting process.

Step 3: Underwriting Review

Once your application has been submitted, it will be reviewed by our underwriting team.

Depending on the information provided, additional documentation may be requested to help verify certain details on your application. If anything further is needed, you'll receive instructions outlining exactly what is required and how to submit it.

Step 4: Schedule Your Setup Call

Once the underwriting review has been completed and your application has been approved, the UnifiedPay payment module will be activated within your Unified Practice account.

You'll then receive an email with a link to schedule a UnifiedPay setup call with a member of our team. During the call, we'll review the payment features, run a test transaction, answer any questions, and help ensure you feel comfortable and confident using UnifiedPay.

Need Help?

If you have questions about the application process or need assistance getting started, contact us at:

payments@unifiedpractice.com