Jeremy Taylor

Dental membership plan state compliance and billing setup illustration

Dental Practices September 10, 2026 34 min read

Is Your In-House Dental Membership Plan Legal in Your State? Discount Plan Laws, Registration, and Billing Setup

An in-house dental membership plan can be relatively easy to describe, sell, and bill. A patient pays a monthly or annual fee, receives specified preventive services or access to discounted treatment, and...

Dental payment plan with four installments and compliance review icons

Dental Practices September 10, 2026 35 min read

The Four-Installment Trap: When a Dental Payment Plan Triggers Truth in Lending Disclosures

A dental office may think it is offering a billing courtesy when it lets a patient divide a $3,000 treatment balance into several monthly payments. Depending on the terms and how often...

Dental practice accepting HSA and FSA card payments

Patient Revenue Cycle August 18, 2026 30 min read

Accepting HSA and FSA Cards at a Dental Practice: Eligible-Expense Rules, IIAS Substantiation, and Handling Declines

A dental procedure may qualify as an eligible medical expense, but that does not guarantee an HSA or FSA card will be authorized at checkout. Merchant coding, plan rules, available account balance,...

Patient paying estimated medical costs by card before insurance adjudication

Patient Revenue Cycle August 18, 2026 34 min read

Collecting the Patient Portion Before Insurance Adjudicates: Estimates, Card-on-File Consent, and Refunding Overpayments

A dental practice may know the procedure fee, deductible information, and estimated insurance benefit before treatment, but the final patient responsibility usually is not known until the claim is adjudicated. That creates...

Chargebacks in dental practices March 2, 2026 9 min read

Tokenization + Card-on-File for Dental Memberships & Recurring Billing (Reducing PCI Scope and Disputes)

Dental offices have been gradually changing from one-off payments towards a recurring billing model. Monthly membership plans, health subscriptions, and treatment payment plans not only help to keep the cash flow stable...

Dental Practices August 28, 2025 8 min read

How Dental Practices Can Reduce Chargebacks and Disputes?

Beyond providing excellent care, dental practices must also navigate the challenge of financial conflicts in the form of chargebacks in a digital payment landscape. A chargeback is a disputed payment made by...