Patient Financing

Pre-qualified patients, lender recommendations, and outcome tracking for Pre-Fi Dental.

Select a patient to view their financing details

Lender outcomes

Actions

Select a patient

Lender application links

Paste each lender's provider application URL. Staff will get a one-click button to open the right application page for each patient. Leave blank to hide a lender.

Export to CSV

1. Choose your PMS / destination

2. Which patients

3. Fields to include

4. Preview (first 2 rows)