How to Apply for UnifiedPay

To qualify for UnifiedPay, our payment processor requires your business to undergo financial underwriting. This process is legally required and ensures your clinic meets the compliance and security standards necessary to process payments. Please note that supporting documentation may be requested during the application process to verify the details you provide.

1. Log in to Unified Practice

• Use the web application on a desktop or laptop computer for the best experience (we recommend using Google Chrome).

2. Verify Your Phone Number

• Navigate to Account > My Account in the left-hand menu.
• Ensure your current phone number is listed correctly.

3. Access the UnifiedPay Application

• Scroll to the bottom of the left-hand menu and select the Join UnifiedPay icon.
• Under the Card Capture for Policy Enforcement section, click the Activate button.

4. Fill Out the UnifiedPay Application

You’ll be directed to the UnifiedPay application, where you’ll provide essential details about your company, owners, and banking information. Below is a breakdown of the required fields:

Company Information

• Legal Business Name
• Tax Identification Number (TIN)
• Physical Business Address
• Ownership Type
• Customer Service Phone Number and Email Address

Individual Information (for anyone with 25% or more ownership)

• Full Name
• Social Security Number (SSN)
• Date of Birth
• Home Address
• Contact Information (Phone, Email)

Fill Out the UnifiedPay Application
You will be directed to the UnifiedPay application, where you’ll need to provide the following details:

Company Information

Individual Information (for anyone with 25% or more ownership)

Banking Information (a voided check will be required for verification purposes)

IMPORTANT: Under the US Patriot Act, all beneficial or control owners of any legal entity must be fully verified when opening an account.

Owner Information Section: Clarifying Ownership and Control Questions

When completing the Owner Information section of the UnifiedPay application, you’ll need to answer these two questions:

Are there any owners (including yourself) with 25% or more ownership?

• Select Yes if any individual (including yourself) owns 25% or more of the business. You will need to provide details for all such owners.
• Select No if no one meets this threshold.

Is this the control person (i.e., the individual with significant responsibility to control, manage, or direct this legal entity)?

• Select Yes if you are the person managing or directing the business operations (e.g., CEO, managing partner).
• Select No if someone else holds this responsibility, even if you are filling out the application.

Need Help?

If you encounter any issues during the application process, our support team is here to assist! Contact us at payments@unifiedpractice.com