FEATURES
Key Benefits
- Saves time. Allows team to share financing options without taking time away from care-focused conversations.
- Prequalify with no impact to credit bureau score. Have patient or client scan a QR code to see if they prequalify for a credit card on their own device before submitting a full application. Submitting a full application may impact their credit bureau score.
- Expedited applications and transactions. Share personalized links with patient or client to prefill application and payment details.
- Streamlined and secure. Eliminates the need to retain paper applications and collect sensitive personal information.
- Automatic reconciliation. All activity is tied to the Merchant ID and data is reconciled back to the patient or client record on integrated platforms via webhook.
- Help increase treatment acceptance. Provide a positive financial experience that can help patients and clients feel comfortable moving forward with a convenient way to pay.
Consumer Self Service (CSS)
How To Use This API
The Patient Data Service can be used to generate links to Consumer Self Service (CSS). When this service is called with the appropriate data, it can return partner links. All activity on partner links will be attributed to a partner (via the partner code). The service can also return patient links which may contain preapproval offers, payment info and patient info prefill. All activity on patient links will be attributed to a provider (via the Merchant ID or MID), and a partner (via partner code) if applicable. Both these links allow patients/clients to easily apply and transact using own device and aid in post-activity reconciliation.
The Quickscreen Service can be used to check a consumer or patient’s preapproval status. For CSS, “X-SYF-ChannelId=NATE ” can be passed in header along with appropriate data elements to identify if patient/client is pre-approved for credit or is an existing cardholder. A patient or partner link will also be returned in the service and can be shared with patient/client to apply and transact using their own device.