What to Expect After Applying for UnifiedPay

Thank you for choosing UnifiedPay as your integrated payment solution! Here’s what happens next:

1. Application Review

Once your application is submitted, our underwriting team will carefully review it. If all required information is complete and verifiable, most applications are processed within 24–48 business hours.

2. Additional Documentation (If Needed)

In some cases, we may request additional documents to verify your identity or business details. If this is necessary, you’ll receive an email with clear instructions. Examples of documents we may request include:

A copy of your driver’s license
Utility bills or lease agreements
Business licenses or professional certifications

3. Approval and Next Steps

Once your application is approved, we’ll guide you through setting up UnifiedPay for your practice. Here’s how we’ll support you:

Personalized Onboarding Call: You’ll have the opportunity to schedule an individualized setup session with a UnifiedPay Specialist. During this call, we’ll walk you through the new features available to you and ensure a smooth transition.
Knowledge Base Access: We’ll provide access to our extensive library of self-help articles and step-by-step videos to help you get started quickly. Topics include patient checkout, processing payments, and more.
Quick Start Guide: A helpful guide will be shared with you to get your system up and running as efficiently as possible.

4. PCI Compliance: What to Know

To process payments securely, it’s important to validate that your business complies with the Payment Card Industry Data Security Standards (PCI DSS). Within seven days of your first funded transaction, you’ll receive an email from SecurityMetrics with instructions for completing the Self-Assessment Questionnaire (SAQ).

We understand the SAQ process can seem technical, and some of the language may feel overwhelming. Here’s a breakdown of why it’s required and what it covers:

Why Is PCI Compliance Necessary?

PCI DSS is designed to protect sensitive cardholder data and minimize the risk of fraud. The SAQ ensures that your clinic meets these critical security standards, including:

Protecting cardholder data with firewalls and encryption.
Changing default passwords and maintaining secure systems.
Limiting and monitoring access to sensitive data.
Regularly updating security software and addressing vulnerabilities.
Implementing security policies to safeguard data.

What to Expect During the Questionnaire

The SAQ includes questions to confirm compliance with these security standards. While the questionnaire can feel complex, it’s structured to help ensure that your payment environment is secure.

Please note that there are nine available SAQ (Self-Assessment Questionnaire) forms on the PCI Council website, each with different eligibility standards. Before you begin, we recommend setting aside some time to review the “Before You Begin” section to ensure you select the correct SAQ and attestation that best applies to your organization.

Pro Tips for Simplifying the Process:

Some sections may allow you to use a “select all” option if you meet certain conditions, streamlining your responses.
SecurityMetrics provides additional tools and resources to help clarify the requirements. If you have questions, their support team is available to assist.

Contact Security Metrics 24/7 Support team @ 801-705-5700 / support@securitymetrics.com

For more details, download the infographic.

PCI Fees and Maintaining Compliance

Completing the SAQ validates your compliance and avoids a non-compliance fee of $29.95/month.
A monthly PCI fee of $9.95 covers ongoing maintenance of compliance requirements, including tools to monitor your payment security environment.