Serving & preserving private healthcare
Patient ExperienceWhat your patient sees on their own device

Insurance & eligibility

Healthcare Program Demonstration
⚙️ ENGINEER BUILD DEV Mock data throughout · integration points flagged with TODO · settings editable in the drawer.

Personal info

Manage your basic details to keep your profile accurate and up to date.

HV
Upload image
Min 400×400px, PNG or JPEG

Contact information

Provide the contact information for your records and communications.

Residential address

Enter the patient's current address to support billing, correspondence, and location-based services.

HIPAA Consent

Please review how your health information is used and confirm your information and preferences.

Privacy practices & authorized contacts

Authorized contacts

You may add people you authorize us to communicate with about your care, appointments, billing, or medical information. You may update or revoke these permissions in writing at any time.

Create your Good Faith Estimate

Snap the insurance card — the Eligibility Waterfall verifies benefits and prepares the estimate.

How would you like to proceed for this appointment?
⌨ Enter manually
Looks good?
Make sure the picture is clear
United Healthcare Oxford
Optum Rx
Member: Hannah Van Schaack
Member ID: 573030611200Group: 1432708
PCP $50 · Spec $75
ER $100 · UrgCare $75
Coins 50%
Rx Bin 610279
Rx PCN 9999
Rx Grp UNITEDRX
Fully Insured · Payer ID 06111Oxford PPO Freedom
Delta Dental PPO
Dental
Member: Hannah Van Schaack
Member ID: 884120935577Group: 209815
Diagnostic & preventive 100%
Basic services 80%
Major services 50%
Annual max $1,500
Deductible $50
Ortho lifetime $1,000
Fully Insured · Payer ID 94276Delta Dental PPO Plus
📷 Kiosk: place your ID / insurance card under the built-in scanner.📱 Your phone: snap your ID / insurance card with your camera.
TODO: card OCR → new patient creates profile + runs 270/271; existing patient auto-revalidates each visit. Kiosk or any device via appointment-reminder deep link.
TODO: POL embedded from choose-payment.html (#pol). Mount as a component; pass verified benefits + Healthcare Program config. On payment completion, advance the demo to After-your-visit.
BEFORE TREATMENT · HOW YOUR PRACTICE TAKES PAYMENT

Accept payment

Offer one or both. Payment can be before or after treatment based on your workflow. Forms alone can come first if that works better for you.

⏸ OFF-SCREEN MOMENT · NOT IN THE SOFTWARE

Your patient is seen & treated

Payment can be before or after treatment based on your workflow. Forms alone can come first if that works better for you.

Treatment happens in the exam room — outside any software. If you're using Myriad MediPay as an integrated or stand-alone solution, your patient is treated through your current system — you are in charge of your workflow. Upgrade now or later at no additional cost. For dental, clinical documentation will proceed through your outside DPMS system.

For an all-in-one demo and to see Myriad's clinical flow — simply ask your consultant to demonstrate now or in the future.

Clinical / All-in-one demonstration environment: myriad.health/login

✓
Patient interfacePre-treatment · steps 1–4
5
Practice interface · front officeAt the time of treatment
TODO: H4 preview is a static picture of the clinical environment (myriad.health/login). In the product the H&P draft, ROS suggestions and dental gates come from the check-in answers via the note engine.
Every next action for this encounter, queued and ready to execute.

Insurance has posted. IncomeIQueue lines up every next action for this encounter — you validate and execute in one click.

TODO: IncomeIQueue embedded from incomeiqueue.html (exact product interface). Pass the encounter + Healthcare Program config in production.
Guaranteed

A dramatic reduction in patient A/R and billing costs — or we take it back.

We do it this way — and report it back to your practice — so you never have to take our word for it. Track it yourself and watch time-of-treatment payments and payment arrangements rise with a healthcare-exclusive payment compliance platform.

TODO: figures from the reporting service (same calc as the PracticeIQueue savings widget). Wire live values + date-range filter.
Myriad Systems
Healthcare Program Demonstration

Sign in

Access your demo environment by choosing what you’re here to do, then signing in

v26M10.95

My demos

New insurance profile

Insurance card scanned

We found the information below
Insurance provider
UnitedHealthcare Oxford
Member ID
573030611200
Group number
1432708
Policy number
573030611200

What are you doing today, rep?

Thank you for your interest.

We waive our setup and training fees and simply need some basic information to get you up and running on this system. If it fails to significantly decrease patient A/R and billing costs, we will take the system back at absolutely no cost or penalty to your practice.

But don’t take our word for it… try it and see the results for yourself.

⚙ Our eligibility waterfall & AI-powered RCM system carry 3 unique patents pending.

Add authorized contact

Privacy notice

Effective Date: Not available
Practice Name: Dr. Sample’s Office
Contact: (914) 555-0142 · privacy@drsampleoffice.com · 123 Main Street, Suite 200, New York, NY 10001

Your Information. Your Rights. Our Responsibilities.

This notice describes how medical information about you may be used and disclosed and how you can get access to this information. Please review it carefully.

This notice applies to health information maintained by Dr. Sample’s Office, including information created, received, stored, or transmitted through our electronic health record, patient portal, billing systems, payment systems, and related healthcare technology vendors acting on our behalf.

Your Rights

When it comes to your health information, you have certain rights.

  1. Get a copy of your medical record.
    • You can ask to see or get an electronic or paper copy of your medical record and other health information we have about you.
    • We will provide a copy or summary, usually within 30 days of your request. We may charge a reasonable, cost-based fee.
  2. Ask us to correct your medical record.
    • You can ask us to correct health information you believe is incorrect or incomplete.
    • We may say “no,” but we will tell you why in writing within 60 days.
  3. Request confidential communications.
    • You can ask us to contact you in a specific way (phone, email, text, portal, or a different address).
    • We will say “yes” to all reasonable requests.
  4. Ask us to limit what we use or share.
    • You can ask us not to use or share certain information for treatment, payment, or operations.
    • If you pay out-of-pocket in full, you may ask us not to share that information with your health insurer.
  5. Get a list of those with whom we have shared information.
    • You can ask for an accounting of disclosures for the six years before your request.
  6. Get a copy of this notice.
    • You can ask for a paper or electronic copy of this notice at any time.
  7. Choose someone to act for you.
    • A medical power of attorney, legal guardian, or authorized representative may exercise your rights on your behalf.
  8. File a complaint if you believe your rights were violated.
    • You can complain to us or to the U.S. Department of Health and Human Services Office for Civil Rights. We will not retaliate against you.

How does payment start?

Patient initiated or practice initiated. Every path ends at treatment.

Patient initiated
Practice initiated
Myriad check-in kiosk
Entering the kiosk…Signing you in at the front desk.
9:41
‹DS
Dr. Sample’s OfficeText Message
Today 1:00 PM
Hi Hannah, this is a reminder of your appointment with Dr. Sample’s Office in 1 hour, 2:00 PM EST. Details: 123 Main Street, Suite 200 New York, NY 10001 Confirm or complete your forms:
🔗Start check-inapp.myriadhealth.com/checkin/dr-sample
👆 Tap the link to check in
Check in from your phonePatients get a text & email — tap the link to start check-in before they arrive.
Kiosk 1
WELCOME TO

Dr. Sample’s Office

Please take a moment to sign-in below upon arrival.

i
Welcome back

Patient sign-in

We request all patients sign in upon arrival

Need help? Request assistancePowered by myriad
Or scan to sign in from your phone
Terms & Conditions
Set up before you startApplies to the whole demonstration.

Standard — the full option set including cash, check and deferral.

MyRelay enabled

Forms come before treatment either way.

🩺

Your workflow, your choice

Myriad Clinical gives you charting, notes & orders in one platform. Prefer your existing clinical or billing system? It integrates seamlessly.

You’re in charge of your workflow — upgrade now or later, at no additional cost.

🔗

Integrated workflow — MediPay × MedBill

MediPay × MedBill integrated workflow — one-pager
guide
MyGuide AI
Healthcare Program tour

◆ The Pre-Authorized Healthcare Rider

What makes this different

The Pre-Authorized Healthcare Rider linked in your letter converts a standard retail processing agreement into a healthcare agreement — recognizing your care as a healthcare service, not a product. That’s what protects the practice from chargebacks.

It’s also what unlocks payment options a retail account can’t offer — guarantees, plans, and card-on-file. Proprietary and patent-pending.

🗺️

Hannah’s journey

You are now viewing: Patient experience — Check-in
PATIENT · PRE-TREATMENTFRONT OFFICEBACK OFFICE · RCMcontinuous cycle · every patient paid or guaranteedFRONT OFFICE1Personal2HIPAA3Insurance4Payment5Treatment6Post-visit7GuaranteeYou are here
Patient (1–4) → Front office (5) → Back office (6–7) → loops back · tap any stop to jump
▲ Demo guide · steps, settings & tour ▲
Patient → Practice · tap any stop to jump

Program configuration

◆ Demo only

Practice

Dr. Sample’s Office
Medical practice
As a concierge practice, are you also in network with insurance?
Do you collect all copayments, coinsurance and deductibles on top of your concierge fee?
Does the membership prepayment also cover deductibles?
Which version of your membership forms?
Membership plan on the letter
This patient’s membership fee

CPT sample codes & services

    Switches the GFE & Dr. ClearCare code set, the intake form (H&P vs dental health history), and practice branding across the demo.

    Patient check-in entry

    Kiosk patient status
    Patient intake forms
    Check-in & kiosk background
    #1F9AE2

    Practice software · front desk

    Practice softwareMyRelay posts payments, forms and documents back
    Saving the payment in their softwareMyRelay fills the payment screen in their software. Staff click its Save / Post button, or MyRelay clicks it too
    Myriad MedBillMedBill waterfall eligibilityLive human checks behind every automated check. Below your desired rating, MedBill runs rush eligibility. Patent pending confidence-tier automations
    Desired assurance ratingThe goal on the eligibility PDF; the checkout and the kiosk rate against it
    Eligibility before the visitRun ahead of the visit (batch), or a walk-in: staff press Run eligibility in the checkout
    Demo eligibility resultHow today’s live check comes back, in the checkout and at check-in
    Kiosk hardwareiPad on a stand, or the Myriad Terminal Kiosk (ID scanner, tap to pay, embedded card reader, status light)
    KiosksOne kiosk by default. Add more for practices with several
    Patient signatureWhere the patient signs on the kiosk
    Intake formsSpecialty category. Its intake forms are pre-selected in the checkout
    GratuityThe gratuity switch in the checkout payment summary
    Good Faith Estimate & Dr. ClearCareAdded by staff as forms (default), or included automatically with every card payment and patient choice
    Payment timingForms come before treatment either way

    Integrated: the front desk clicks the amount field in their own software and the Myriad checkout opens beside it, pushing their screen aside. Stand-alone: the front desk works in Myriad’s payment screen.

    Patient Option Letter

    ToPs requires a payment option + a $250-capped card on file, removes “None of the above”, and pay-in-full saves 5% (reservation).

    ToPs — Total Patient Services arrangements

    Offered on the Patient Option Letter
    • Guarantee balance — $0 today; tokenized card on file covers only what insurance leaves.
    • Half now, half later — pay 50% at check-in; remainder scheduled to the card on file.
    • Pay in full today — 5% same-day discount (ToPs tier).
    • Request a payment plan — reviewed before any charge.
    • Card on file required for guarantee / plan arrangements.

    Payment types

    Base · included in every program
    💳 Credit / debit card💵 Cash🧾 Check🏦 ACH / bank🛡 Guarantee · any amount🔁 Recurring charge

    Always on. Guarantee covers whatever insurance leaves, up to Cap 1 below. Recurring charges are set up by staff in IncomeIQueue → P4.

    In-person tender at the kioskCard is always accepted; choose what else the front desk takes
    Recurring charge · longest patient-selected term
    Optional · on by choice
    Half now, half laterPay 50% today; the rest to the card on file
    Pay the rest within
    Remainder
    Payment plansRequest a payment plan on the letter
    Balance paid off within
    With payments of at least
    Patients can pay
    Practice approval before a plan starts
    Existing balances at check-inPop-up when the patient reaches payment
    Allow plans for existing balances
    Practice approval for those plans
    Reservation SavingsA same-day discount on any pay-today option — card, cash, check or bank
    Discount
    Custom discount
    %
    Outside financingFinancing partner application from the letter
    “None of the above apply”Lets the patient defer to the front desk

    Card on file & caps

    What should we hold on file?Default: the patient chooses whether to keep a card on file. Require = every payment option is followed by the Pre-Authorized Healthcare Form; the card covers ongoing treatments for one year. Locked to Require for ToPs. (v26M9.36)
    Require a card when assurance is below
    Cap 1 · GuaranteeAbove the cap is never charged; it is sent by statement
    Cap 2 · Ongoing treatmentsPer-visit limit for later treatment balances on the card
    Dollars per visit
    Percent of the allowed amount
    Authorization applies to

    Estimate & letter

    Show assurance rating to patient
    Min assurance to show estimate
    Minimum assurance to continueBelow it, check-in is routed to an eligibility expert before the letter
    Show the cap on the letter
    Compliance costA small per-transaction line on the letter and receipts
    Amount
    Label

    Payment Policies

    Use Payment PoliciesLinked from the letter footer; generated from these settings

    Every setting here is the same field in Settings → MediPay Healthcare Program inside the app — change it in either place and both follow.

    This patient
    Signature already on fileA patient who kept a card on file has a signed Pre-Authorized Healthcare Form on record, valid twelve months — so they acknowledge and apply that signature. A patient without one signs. Decided per patient, not set by the practice.
    Clinical handoff
    Show clinical handoff previewStage 5 · what the clinician receives from this check-in. For all-in-one conversations; off for a MediPay-only demo.
    Patient answers & the codes
    How much should patient answers change the codes?

    The practice default. Appointment types can override it, and staff can lock one appointment.

    Using Swap automatically · practice default

    Backend & dev notes

    Build annotations · not practice-facing
    Show dev notes in the appYellow dashed notes on every IncomeIQueue and P4 screen describing what to build
    Card account updaterOff shows the at-risk upsell and the service order instead of the batch
    Dev notes referenceOpens the full build-notes panel inside IncomeIQueue
    Automated in product · exposed for the demo
    Self-pay amount less than charge amountYes = self-pay discount applies (from Schedule of Fees)

    IncomeIQueue — RCM policy

    1 · Reconciliation
    If final is below estimate
    If responsibility exceeds the cap
    Auto-charge run
    2 · Invoicing
    Automated invoice cadenceRe-send until paid or expired
    Stop invoicing after

    Once full payment is rendered, invoices stop automatically.

    2b · Declines & chargebacks
    When a recurring charge declines
    Re-attempt after
    Declined charge → text patient
    Chargebacks & reversalsReturn the encounter to the queue with a suggested re-charge
    Tell the patient when a default action runs
    If a suggestion is never approved
    3 · Patient RCM communications

    Required blocks the action until the calls are logged (manager override with reason). Suggested only nudges.

    Before a pre-auth is chargedMoney moves against the card on file.
    Before an invoice goes outOften resolves the balance before it mails.
    After an invoice goes outFollow-up once the patient has it in hand.
    Recurring while a balance stays openRepeats until the balance clears.
    TODO: mirrors Settings → Healthcare Program → IncomeIQueue RCM setup. Bind to the practice's saved policy; push to the embedded POL via postMessage.
    v26M10.95 · Healthcare Program + P4 Subscriptions