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CRMBridge.aiPayments and Patient Financing
Read balances and ledger activity, collect in your own product, and record the payment on the patient account.
The Challenge
Payment and financing products need to know what a patient owes before they can collect it, and the practice needs the payment recorded on the ledger afterwards. Without a connection to the practice system, both steps are typed in by hand.
How CRMBridge Solves It
CRMBridge gives your product the patient balance, billing detail and account aging in one shape, with a live balance lookup for the moment of payment.
After you collect, post the payment back to the patient account so the ledger in the practice system stays correct. Payment write-back is not available on every practice system; ask us which ones your customers need.
API Workflow
Authenticate
Connect to CRMBridge with your application credentials. Tokens are valid for 24 hours.
POST https://api.crmbridge.ai/v1/AuthRead what is owed
Fetch the balance and billing detail, or ask for the live balance at the moment of payment.
GET https://api.crmbridge.ai/v1/GetPatientBilling
POST https://api.crmbridge.ai/v1/live/GetPatientBalance
GET https://api.crmbridge.ai/v1/GetGuarantorAging
Authorization: Bearer {token}Look up payment types
Read the payment types the practice has set up so the payment is recorded under the right one.
GET https://api.crmbridge.ai/v1/GetPaymentTypes
Authorization: Bearer {token}Collect in your product
Take the payment or set up the financing plan through your own processor. CRMBridge does not process payments.
Record the payment
Post the payment to the patient account, then confirm the practice system accepted it.
POST https://api.crmbridge.ai/v1/PostPatientPayment
GET https://api.crmbridge.ai/v1/GetWritebackStatus
Authorization: Bearer {token}Request and response fields for every endpoint are in the API docs.
Ready to Connect Payments?
Get started with CRMBridge APIs today. Explore the full documentation or create a free developer account.