Experience Builder

Design your patient's experience in an afternoon

Build your personalised checkout environment yourself — no developers, no long timelines, no disruption to your team.

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    Drag components into place

    Select from a library of proven checkout components and arrange them exactly how you want your patients to experience them.

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    Preview as your patient would

    See the experience exactly as your patient will — across every device, every channel, every scenario.

  • 03

    Publish when you're ready

    What used to require weeks of IT coordination takes a single session. Go live with one click.

THE EXPERIENCE LAYER

From care recommendation to confident patient decision

FinanceMutual™ quietly sits between your treatment plan and the patient's decision — making that journey feel seamless, dignified, and clear.

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Patient profile understood

The platform reads the context of each patient interaction and identifies the most comfortable path forward.

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Personalised experience presented

Each patient sees a checkout designed around their situation — not a generic invoice that puts them on the spot.

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They choose their comfort zone

Flexible, clearly laid out options give patients the autonomy to decide on their own terms — no pressure, no awkwardness.

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Care begins. Revenue follows.

When patients feel respected, they proceed. Your practice grows, and patients get the care they deserve.

PLATFORM CAPABILITIES

Built entirely around the patient experience

Every feature exists for one reason — so patients leave your practice feeling cared for, not burdened.

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Adaptive patient intelligence

The platform learns from every interaction. Each patient is met with an experience that matches their unique comfort level and care context — automatically.

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No awkward conversations

Your front desk never has to navigate uncomfortable financial discussions again. The experience handles it — gracefully, privately, and without pressure.

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Fully customisable checkout

Your brand, your tone, your patient relationships — reflected in every touchpoint. The checkout feels like you, not like a generic payment portal.

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Seamless recurring care

Ongoing treatments stay on track without manual follow-up. Smart reminders keep patients engaged in their care journey — and your schedule full.

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Reputation built in real time

A review request reaches your patient at the peak of their positive experience — right when they're most likely to share how well their visit went.

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Live across every channel

In-clinic, by SMS, via QR, or through a link — the same seamless patient experience reaches them wherever they are in their care journey.

AFTER CARE IS CONFIRMED

The experience continues beyond the visit

FinanceMutual™ keeps working after your patient leaves — protecting the relationship, sustaining the care, and building your reputation.

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Ongoing relationship

Thoughtful touchpoints keep patients connected to their care plan — no chasing, no cold reminders. Just the right message at the right moment.

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Continuity protected

When a payment slips, the system resolves it quietly in the background. Patients aren't embarrassed. Your care relationship stays intact.

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Loyalty earned naturally

Patients who feel respected and unhurried become your most loyal advocates. FinanceMutual™ helps you build that trust at scale.

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LIVE INTELLIGENCE 

Gets smarter with every patient interaction

FinanceMutual™ adaptive layer is always measuring, always refining — so the experience your next patient sees is better than the one your last patient had.

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    Healthcare-specific patterns

    What drives decisions in a dental practice is different from an orthopaedic clinic. The platform understands the nuance of your vertical.

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    Real-time patient matching

    Each patient profile is matched to the right experience structure at the moment of interaction — not a template applied to everyone.

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    Benchmark comparison

    See exactly how your patient experience measures up against your specialty — and know precisely what to improve.

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    Silent self-correction

    When something isn't working, the platform adjusts. No manual intervention. No data audits. Just a continuously improving experience.

20k+

Healthcare providers live on the platform

3×

Improvement in treatment acceptance rate

28.6%

Average increase in monthly revenue captured

92.3%

of follow-on transactions perform better than the first

"The patient experience is the product." 

20k+ Healthcare providers live on the platform ↑ 3× Improvement in treatment acceptance rate Every data point is drawn from real healthcare interactions — not projections, not industry averages. This is what actually happens when patients feel comfortable.

REACH PATIENTS EVERYWHERE 

Send it however you work

Your checkout experience lives at every patient touchpoint — meet them wherever they are in their care journey.

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SMS

Send direct payment invitations via secure text messages for instant mobile completion.

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Email

Beautifully branded transaction emails that sit comfortably in any patient inbox.

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QR Code

Physical point-of-sale displays that bridge the gap between in-person and digital care.

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Embedded on your site

Integrate checkout seamlessly within your existing patient portals and dashboards

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Shareable link

Simple, elegant URLs you can drop into any chat, document, or communication channel.

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API

Scalable, technical architecture for teams that want custom-built financial experiences.

FRICTIONLESS INTEGRATION 

Nothing about your practice changes

FinanceMutual™ fits into the way you already work — behind the scenes, without disrupting your team or your existing systems.

Connects to your practice management software and EHR

Plugs into your CRM and billing platform

Works at the front desk, on mobile, and via your website simultaneously

No retraining required for your team

No IT department needed to get started

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FROM OUR PROVIDERS 

What a better patient experience actually feels like

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"Our front desk used to dread the cost conversation. Now that moment just doesn't exist anymore. Patients move forward with confidence, and our team can focus on care."

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Dr. Sandra Lee

Cosmetic Dentistry, Austin TX

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"Treatment acceptance went up dramatically — not because we changed our pricing, but because patients finally felt like the decision was theirs to make comfortably."

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Marcus Reid

Orthopaedic Practice Manager, Chicago

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"We've been able to say yes to every patient who wants care — regardless of their situation. That's changed how we see our role entirely."

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Ananya Patel

MedSpa Director, Miami

"The best healthcare providers don't just deliver exceptional clinical care — they create an environment where every patient feels empowered to receive it."

FinanceMutual™ was built to fix that — across every touchpoint in your practice.

START TODAY

Give your practice the experience infrastructure to make that possible — for every patient, every time.