ACTIVATE MEDPAY

Onboarding

Four short modules. Saves automatically. Come back any time. Your launch engineer is in your Slack channel.

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01
CORE≈ 5 min

Account setup

Provision your branded MedPay partner portal, invite your practice team, and upload the KYB documents that anchor every lender file we submit on your behalf.

  • Branded partner portal provisioned
  • Practice team invites · admin + closer roles
  • KYB document upload
Continue setup
02
ORACLE≈ 15 min

Smart forms & financial qualification

Build your smart form and the smart-routing rules that decide which calendar each qualified buyer lands on. We hand you straight off to HighSale so the form, the CRM webhook, and the pipeline all live in one place. Come back and mark this complete once the smart form is live.

  • Smart form field configuration in HighSale
  • Smart routing rules · calendar + sales rep
  • CRM webhook + pixel tracking
Open HighSale
03
FLUX≈ 2–3 business days

Payment processing

We onboard you to MiCamp Solutions for the general checkout payments you take outside the lender flow (deposits, cash sales, follow-on charges). Lender-funded loans still settle merchant-direct from each lender, separately. Click through to complete the MiCamp merchant application and sign the processing agreement.

  • MiCamp merchant account application
  • Settlement bank routing + voided check
  • MiCamp processing agreement signed
04
NEXUS≈ 10 min

Lender marketplace

Tell us your ticket sizes, treatment categories, monthly volume target, and any existing lender relationships. We use this to underwrite you with the right panel of lenders so NEXUS can quote them in parallel on every soft-pull and surface the cheapest monthly to the patient.

  • Practice profile + ticket caps
  • Treatment categories funded
  • Existing lender relationships (if any)
Open lender setup
FINAL STEP

Book your launch call

30 minutes with the MedPay launch team. We walk the first soft-pull on your real traffic and validate the lender panel together.

Book launch call
Saves automatically. Come back any time. Your launch engineer is in your Slack channel.
Stuck?Book a 15-min launch call →