Private practice billing software, from booking to paid
Raise invoices straight from the appointment, take card payments in clinic or when clients book online, and bill insurers and other third parties, all from the same system as your diary and client records.
- Integrated Dojo card payments
- Insurance & third-party billing
- 30-day free trial
Less time chasing payments
Take payment when clients book online or before they leave the clinic, so fewer invoices are left outstanding.
No typing totals twice
Charges come from the appointment, and the Dojo card machine pulls the amount through from PPS.
Every payer in one place
Bill clients, insurers and other third parties from the same system that holds the diary and the client record.
From booking to paid, without the spreadsheets
Billing follows the appointment, so the money side of each visit is handled as part of the day rather than at the end of the month.
Book
Book the appointment in the diary, however the client gets in touch. With online booking, they can pay as they book.
Treat
See the client and record your notes. The appointment already knows the treatment and its charge.
Bill
Charges are raised from the treatment charges you set, and you can edit or add to them at the point of billing.
Get paid
Take a card payment with Dojo, record another payment, invoice now or let the client pay later.
Manage your accounts
Every payment and unpaid invoice is tracked in PPS, in your accounts reports and in each client's own log.
Take payments in clinic or online, recorded against the appointment
Card payments are integrated with Dojo in both PPS and PPS Express, so every payment lands on the right appointment and invoice without re-keying.
Card payments in clinic
The Dojo Go card machine connects wirelessly to PPS and pulls the amount through. Clients tap their card, Apple Pay or Google Pay.
Upfront online payments Add-on
With online booking, clients pay as they book on an integrated Dojo payment screen, without leaving the booking window.
Invoice now or pay later
Raise and customise invoices for appointments and product sales, and record payments taken another way.
Treatment plans & packages PPS
Sell packages, offers, courses of treatment or blocks of classes. Clients pay upfront or as they go, with each visit taken off the plan as they attend.
Every client's account history in their client log
Each client has their own log of everything that happens in PPS, including their account history. See at a glance if anything is outstanding when they arrive, and resend a receipt whenever they ask.
Bill insurers and third parties from the same system
For clinics treating insured clients, PPS manages insurer details, prices and invoices alongside the appointment, with optional integrations for electronic claims and referrals.
Insurance & third-party billing PPS
Bill the right payer at the right price, and keep track of what each policy covers.
- Split payments between the insurer and the client
- Manage policy excesses
- Track authorised session limits
- Price profiles for different insurers, clients or packages, plus discounts
Pronto referrals & treatment authorisations
Receive referrals and treatment authorisations in real time from providers including Nuffield Health and Vita Health Group, booked straight into your PPS diary.
- You choose the treatments, practitioners and slots referrers can book
- Email or text notification for every new referral
- Follow each referral in the My Pronto portal
Optional integrationPPSClear private medical insurance claims through Healthcode
If you'd like to submit private medical insurance claims electronically, export them from PPS in the format Healthcode's Clearing Service needs, as single invoices or in batches. Healthcode checks each invoice against the insurer's requirements and flags errors straight away, so fewer claims are rejected.
Requires a Healthcode Clearing Service subscription.
Explore the Healthcode integration- In PPSInvoice the insurer for the treatment
- ThenExport claims and upload to Healthcode
- HealthcodeChecks each claim against insurer rules
- FinallyThe insurer processes it and you get a remittance
The money side of the practice, in one place
PPS isn't accounting software, but it holds everything your accounts need, from product sales and expenses to the reports and exports your bookkeeper asks for.
Stock & product sales PPS
Sell products alongside treatment and keep track of what's on the shelf.
- Add products to the same invoice as treatment
- Track stock levels for products you sell or use
- See margins and projected margins from your cost and sale prices
Expenses PPS
Record clinic expenses next to your revenue for a clearer picture of how the practice is doing.
- Income and expenditure in one system
- Banking and reconciliation tools
Export to Xero & other accounting software
Get your figures into your accounting software without retyping them.
- Export report data from PPS and PPS Express
- Use it alongside your accounting software
Accounts reports
Keep on top of money in and money owed with ready-made accounts reports.
- Revenue and outstanding invoices
- Daily payments by practitioner and payment method
Connected to the partners that handle the money
What's included in each product
Both products handle everyday billing and card payments. PPS adds insurance billing and the wider finance tools practice managers need, which is why many clinics run the two together.
| Billing feature | PPS Express | PPS |
|---|---|---|
| Invoicing & client billing | ||
| Charges raised from the appointment | ||
| Client log with account history | ||
| Dojo card payments in clinic | ||
| Upfront payments at online booking | Add-on | Add-on |
| Accounts reports | Essentials | Full suite |
| Report data export | ||
| Insurance & third-party billing | – | |
| Healthcode claims (optional integration) | – | |
| Split payments, excesses & session limits | – | |
| Price profiles & discounts | – | |
| Treatment plans & packages | – | |
| Stock management | – | |
| Expenses | – | |
| Accounts export for Xero | – |
See billing in a product tour
Preview PPS, including billingPreview PPS Express, including card paymentsClinic billing software FAQs
Clinic billing software handles the money side of each appointment: raising invoices, taking and recording payments, billing insurers and other third parties, and reporting on what has been paid and what is still owed. In PPS, billing sits in the same system as your diary and client records, so charges come straight from the appointment and every payment is recorded against it. Each client's own client log also shows their account history, so you can see anything outstanding and resend receipts when needed.
Yes. With the PPS online booking add-on, clients can pay as they book through an integrated Dojo payment screen, using a card, Apple Pay or Google Pay, without leaving the booking window. The booking and payment appear in your PPS diary straight away. Explore online appointment booking.
PPS integrates with Dojo. The Dojo Go card machine connects wirelessly to PPS and pulls the amount through, so your client just taps their card, Apple Pay or Google Pay and the payment is recorded against the appointment. Dojo card payments work in both PPS and PPS Express. More on the Dojo integration.
Yes, in PPS. You can bill insurers and other third parties directly from PPS, split payments between the insurer and the client, manage policy excesses, track authorised session limits and use price profiles for different insurers. If you want to submit private medical insurance claims electronically, PPS also integrates with Healthcode's Clearing Service as an optional extra. More on the Healthcode integration.
No. PPS is practice management software that handles invoicing, payments, insurance billing, expenses and accounts reports. You can export your data to use with your accounting software, and PPS includes an accounts export report with your data in the format Xero needs.
Yes, in PPS. You can add products to the same invoice as treatment, track stock levels for products you sell or use in treatment, and report on margins and projected margins based on the cost and sale prices you enter.
Yes, in PPS. Treatment plans let you sell packages, special offers, longer courses of treatment or blocks of classes. Clients can pay for the plan upfront, with each visit taken off the plan as they attend, or pay towards it as they go.
Yes. Through the Pronto integration, you can receive referrals and treatment authorisations in real time from providers including Nuffield Health and Vita Health Group. Referrals are booked straight into your PPS diary, you choose which treatments, practitioners and slots are available, and you are notified by email or text. Pronto is set up with our sales team, as referrers need to be authorised for your practice.
Both include invoicing, charges raised from the appointment, Dojo card payments, essential accounts reports and report data export, and both can take payment at online booking with the online booking add-on. PPS adds insurance and third-party billing (including split payments, excesses and authorised session limits), optional Healthcode claims, treatment plans, price profiles and discounts, stock management, expenses, the full reports suite and an accounts export for Xero. Many clinics use PPS at reception and HQ, with PPS Express for their practitioners.
Related features
Try PPS billing and payments free for 30 days
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