1
Practice Info
2
Processor Setup
3
Review
4
Accept Payments

Set up your clinic

Connect your practice to ClearVisit's payment platform. Patients pay copays directly during the visit — no billing chase after.

  • ✓ Collect copays before the patient disconnects
  • ✓ Braintree, Finix, or Dwolla ACH — we route automatically
  • ✓ Daily settlements to your linked bank account
  • ✓ Generate shareable payment links per appointment
  • ✓ High-risk specialties (pharma/peptide) auto-routed to Finix
Fee Example — $35 Copay
Patient pays $35.00
ClearVisit platform fee (2.9% + $0.30) $1.32
Your clinic receives $33.68
ACH via Dwolla: 1% flat — clinic receives $34.65 on $35.

Payment processor setup

ClearVisit routes your clinic to the right processor automatically based on specialty. Pharma/peptide/hormone clinics → Finix. Standard practices → Braintree. Add ACH via Dwolla for lower-fee bank payments.

Auto-selected processor
Braintree
Standard routing — card payments at 2.9% + $0.30
Optional: Enable ACH (Dwolla)

Bank-to-bank payments at 1% flat (vs 2.9% for cards). Requires linking a bank account.

Leave blank to skip ACH — can be configured later from settings.

Review & activate

ClearVisit acts as the payment facilitator. KYC and compliance are handled by the processor. No separate account needed — everything flows through ClearVisit's platform.

What happens next
  • → Sub-merchant account created on your processor
  • → Generate payment links per appointment in seconds
  • → Settlements deposited within 1-2 business days
  • → Full transaction and revenue ledger in your dashboard
🎉
You're live on ClearVisit

Payments are enabled. Generate shareable payment links per visit or log cash payments below.

● Active

Generate Payment Link

Create a shareable Stripe link for any visit amount. Send to the patient — they pay via card, funds route to your clinic.

Log Cash Payment

Record payments received in-person or by check for your records.

Go to Provider Dashboard →