Concept mockup · not live · sample data

Patient financing, dental plans, and payments in one platform that plugs into your PMS.

One patient application reaches multiple lenders, and every payment posts back to your practice management system.

Take the product tour → Interactive walkthrough of the Wellfit platform
app.wellfit.com / financing
UI mockup · sample data
Financing MarketPlace · Chair 3

Sample Patient

Treatment plan
Crown$1,450
Root canal$1,100
Total$2,550
Lender responses1 application
A
Lender A
Offer 1
Reviewing…Approved
B
Lender B
Offer 2
Reviewing…Approved
C
Lender C
Offer 3
Reviewing…Approved
Patient
Finance your treatment
$2,550Amount to finance (sample)
Check my options
Less than 5-minute application
✓Approved

Multiple offers ready. Choose the one that fits you.

✓
Payment received · posted to PMSFunded to the practice within 24 hours
900+
practices running Wellfit technology
355,000+
dental plans sold
$2B+
in payments processed
Source: wellfit.com/about-us
The platform

Everything that happens when a patient says yes, in one platform.

Financing, plans, and payments share one workflow and connect to your practice management system.

UI mockup · sample data
Financing MarketPlace

Applications today

Applications
—
Approved
—
Funded
—
PatientAmountResponsesStatus
Sample Patient 1$2,5503 lendersApproved
Sample Patient 2$4,1002 lendersApproved
Sample Patient 3$1,200—0% payment arrangement
Sample Patient 4$3,300In progressApplying…
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Plan builder

PlanTypeFee schedule
Sample Membership PlanMembershipSet with your practice
Sample Discount PlanDiscountSet with your practice
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Payments ledger

MethodAmountPMS
Card$250Posted
Text-to-pay$120Posted
QR code$90Posted
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Payment arrangement

InstallmentAmountInterest
1 of 6$2000%
2 of 6$2000%

"Practices offering this solution have seen an increase in case acceptance rates by as much as 20%." Source: Wellfit Pay page, wellfit.com

How it works

From treatment plan to paid in three steps.

1

Present the treatment plan

The patient applies on their phone in less than 5 minutes.

Mockup
Treatment plan (sample)
$2,550
Patient application in progress
2

The patient chooses

Multiple lenders respond instantly. Patients can also set up a 0% payment arrangement or join a membership plan.

Mockup
ALender A
Approved
BLender B
Approved
3

Get paid, automatically recorded

Funding reaches the practice within 24 hours, and payments post to your PMS.

Mockup
✓Payment received · posted to PMS

All loans obtained through the Wellfit Financing MarketPlace are funded by unaffiliated lenders.

Your PMSpractice management system
Financing MarketPlaceApplications & funding
Dental PlansMembership & discount
PaymentsCard, QR, text, bill pay
Wellfit PayAll-in-one bundle
Integrations & onboarding

Works inside the system your team already uses.

  • Integrates with your practice management system, so there's no double entry or separate reconciliation.
  • One platform replaces multiple payment tools.
  • Up and running quickly, with simple, fast onboarding and targeted training for office staff.
PMS logoPMS logoPMS logoPlaceholder: supported PMS list to confirm
Savings calculator

What are financing fees costing you?

Enter your merchant discount rate (MDR) and monthly loan volume.

%
Typical market MDR is ~11%
$
Typical monthly loan volume is ~$15,000
Monthly MDR cost
$1,650
Annual MDR cost
$19,800

Annual savings using Wellfit
Placeholder: use the existing wellfit.com calculator logic, pending legal review
Book a demo to see your numbers →
For DSOs

Design your own plans. Run them across every location.

Dentists and DSOs can create customizable membership and discount plans, then run financing, plans, and payments on one platform.

Placeholder: DSO-specific features to confirm with product

Wellfit for DSOs → Page to create

UI mockup · sample data

All locations

LocationPlan membersFinancingPayments to PMS
Location 1
ActiveSynced
Location 2
ActiveSynced
Location 3
ActiveSynced
Location 4
OnboardingPending
From practice teams

Patients take the lead. Staff skip the awkward questions.

“
I really like that the patient was entering their own information and I didn’t have to ask personal questions.
B
Becky
Benefits Coordinator
“
The patient was doing great with filling information, She actually changed the amount to borrow to include all treatments she needed without asking us anything. She said this is so easy!
W
Dr. Wong

Quotes are verbatim from the current wellfit.com homepage. Placeholder: confirm reuse permission and add practice names if approved

Partners & recognition
Patterson DentalCarePay+ partner Pacific Dental ServicesPartner National Association of Dental PlansAffinity Partner Inc. 5000 · #6362024

Placeholder: text wordmarks stand in for partner logos until usage rights are confirmed

Are you a patient? Pay a bill or check your plan.Patient help → URL to confirm

See the whole platform in action.

Take the product tour →

Prefer a live walkthrough? Book a demo · (855) 255-3313