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Product Fact Sheets

Deep-dive specs and roadmap for each Wellfit product line.

Compelling Alternative to Insurance

Plans

No waiting periods Guaranteed issue No pre-existing conditions No annual maximums No claim submissions/denials Licensed in all 50 states

Plan Types & Coverage

Supports Multiple Plan Types

High coverage
Low coverage
Pediatric
Periodontal
ADHA

Typical Coverage

Office visits, x-rays, and cleanings
20–30% off additional services
Fully configurable by practice

Purchase Portals & Member Experience

Purchase Portals

Wellfit Pay (in-office)
Smile Health (online purchase)
Several custom DSO-branded purchase portals

Member Portal (Self-Service)

Savings calculator
Shop / compare multiple plan types (High, Low, Pediatric, Periodontal, ADHA)
Digital welcome kits & membership cards

Payment Processing

Payments

Registered Payment Facilitator (Fifth Third) PCI-DSS certified Own sales, contracting, onboarding & underwriting

Platform

TriPOS Cloud and Datacap Gateway; WorldPay processor
Supports both Card Present and Card Not Present
Flexible Settlement Engine
Robust fraud/risk/compliance transaction monitoring

In-Office & E-Commerce

In-Office Payments

Chip, tap, swipe, Apple/Google Pay
Pre-Auth/Capture, manual entry
Devices: Link 2500 & Axium line
Wi-Fi, battery, OTA, estate management

E-Commerce Payments

Online BillPay, Text-to-Pay
QR-code payments, card on file
Bulk insurance payments
Integrated w/ Epic MyChart & Epic Showroom

Approved MCC Codes

0742 — Veterinary Services
5942 — Bookstores (in conjunction w/ Colleges & Universities that will be using WF for dental payment processing)
6300 — Insurance Sales, Underwriting & Premiums
7298 — Health and Beauty Spas
7399 — Business Services Not Elsewhere Classified
8011 — Doctors

8021 — Dentist & Orthodontists
8041 — Chiropractors
8049 — Podiatrists and Chiropodists
8071 — Medical & Dental Laboratories
8099 — Medical Services and Health Practitioners (Not Elsewhere Classified)
5977 — Cosmetic Stores (Worldpay only, not JPMC)

Lending Tree for Healthcare

Financing

Broker licenses in all 50 states Soft credit check Next-day loan funding

Application Journey

Direct launch from Epic, Eaglesoft, and Wellfit Pay
Patients can apply using desktop, SMS, or QR-code
Intuitive, single application with a soft credit check
If declined → Payment Arrangement backstop

Lenders & Loan Types

Multiple Lenders

Bread, Bread Financial
Scratch
Healthcare Finance Direct
Proceed

Loan Types

Installment loans, lines of credit
Prime, near-prime, non-prime
Low-line, high-line
Competitive MDRs/APRs

In-House Financing

Arrangements

The backstop when a patient is declined for third-party financing — keeps the practice in control of the payment plan.

How It Works

Intuitive, single application
Arrangement configuration: set start date, payment count, and frequency of recurring payments
Tokenize card details
Collect initial payment, then establish the recurring payment schedule

Service Portal

Modifications
Cancellations
Payment recovery