New Patients 17

• How do I send a patient an invitation to apply?
• Which patients are eligible for Basis?
• How do patients apply for Basis? How do approvals work?
• Once a patient is approved and receives a financing limit, how do they obtain a loan?
• Is there a down payment required?

View all 17

Manage Patients 3

• How do I view a patient's loan details?
• How can patients apply for more than one loan?
• How do I confirm/update a patient's estimated treatment start date?

Billing 3

• How does my practice receive payment?
• When does my practice receive payment?
• How does my practice update the company bank account on file?

Existing Patient Loans 11

• How do repayments work?
• What are the repayment terms?
• Can patients change their upcoming repayment date?
• Can patients combine loan payments?
• Can patients change their repayment frequency?

View all 11

Refunds 3

• How do refunds work?
• When will my practice receive a merchant rebate refund?
• When a refund is issued, does the rebate get refunded?

Security 1

• How does LexisNexis and Nuvei protect my patients' personal data?

Settings 3

• How can I add a user?
• How do I change my password?
• How can I add an office location?