How Smile Advantage Handles Card Collection and Renewal Automation
We’ve introduced powerful, seamless automations to ensure your patients’ memberships stay active. Here’s a quick overview:
1. No Card on File HandlingIf a patient has no card on file—whether they were imported or added manually—our system recognizes this and helps your team effortlessly collect it.
- Automatic Prompt: The system will proactively send a branded text and email to the patient, requesting a secure credit card update.
- Manual Trigger: Your team can initiate card collection by going to the patient’s profile. Click “Add Payment Method” and choose to send the request via text or email. This is handy when the patient is in-office or on a call.
All communication will reflect your practice’s branding—so it feels familiar and secure to your patients.
2. Expired Card Handling (Automated)We prevent failures before they happen!
2. Expired Card Handling (Automated)We prevent failures before they happen!
- Our system monitors expiration dates. If a card will expire before a scheduled renewal, we start a campaign about a month in advance. Patients will receive a few (not too many!) friendly reminders via text and email to update their card—ensuring their membership renews without a hitch.
By combining proactive automations with manual flexibility, we keep your patients’ memberships—and your revenue—running smoothly!