Card Collection and Renewal Automation

Topic

Automation

For

Front Office Team

Read Time

~2 minutes

Smile Advantage includes automations to help ensure your patients’ memberships stay active. Here’s a quick overview.

1. No card on file handling

If a patient has no card on file, whether they were imported or added manually, the system recognizes this and helps your team collect it.

• Automatic prompt: The system proactively sends a branded text and email to the patient, requesting a secure credit card update.
• Manual trigger: Your team can initiate card collection from the patient’s profile. Click “Add Payment Method” and choose to send the request by text or email. This is handy when the patient is in office or on a call.

All communication reflects your practice’s branding, so it feels familiar and secure to your patients.

2. Expired card handling (automated)

The system helps prevent failures before they happen. It monitors expiration dates, and if a card will expire before a scheduled renewal, it starts a campaign about a month in advance. Patients receive a few friendly reminders by text and email to update their card, helping their membership renew without interruption.

By combining proactive automation with manual flexibility, Smile Advantage helps keep your patients’ memberships, and your revenue, running smoothly.