Premium in-person services and healthcare

    The healthcare POS system that runs inside Salesforce

    Take front-desk and follow-up payments directly in Salesforce. Each payment is recorded against the patient, not in a separate POS.

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    A physiotherapy package on a patient's order in Eposly on iPad
    Payment recorded against the patient

    Eposly brings clinic payments directly into Salesforce. Front-desk staff select the service or package, take payment at the desk or send a payment link, and the order and transaction are recorded against the patient in Salesforce. Eposly runs on core Salesforce alongside Health Cloud, and card details stay with the connected payment provider.

    • Payments at the front desk and by payment link, in one flow
    • Deposits, split payments and scheduled card payments on treatment packages
    • Card details tokenized by the connected payment provider, not stored in Salesforce

    At the front desk

    What makes taking payment in a clinic different?

    The patient is known before they reach the desk.

    The patient is already known

    Their record, history and follow-ups live in Salesforce, not in the payment tool.

    Care happens across channels

    Patients pay at the desk, after telehealth consultations and between visits.

    Treatments come in packages

    Courses of treatment are paid upfront, in parts or over time.

    Patient data needs care

    Every extra system that holds patient and payment data adds compliance work.

    Finance needs a clean trail

    Payments taken outside the patient record have to be matched back by hand.

    A treatment package

    How does Eposly handle a treatment package at the front desk?

    One order against the patient, from booking the package to the last payment.

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    The Eposly screen for the selected step

    How payments connect to the patient in Salesforce

    In-clinic, telehealth and follow-up payments, recorded against the patient in Salesforce.

    Healthcare POS on Salesforce: in-clinic, telehealth and follow-up payments recorded against the patient in Salesforce

    What does a clinic need from a healthcare POS system?

    A clinic needs to
    How Eposly handles it
    Capability
    Take payment wherever care happens
    At the front desk and by payment link, through one transaction flow
    Keep payments on the patient record
    Orders and transactions are created in Salesforce against the existing patient record
    Sell treatment packages
    Deposits, split payments and scheduled card payments on one order
    Keep card data out of Salesforce
    The connected PCI-compliant payment provider tokenizes card details
    Work within your access controls
    Records use your Salesforce access controls, permissions and audit capabilities
    Report across locations
    Transaction reporting by location, service and staff member in Salesforce

    How does transaction data strengthen the patient view?

    Each order records what was paid for, how, where and when, against the patient. Front-desk, care and finance teams work from the same history in Salesforce.

    Payments

    How do clinics take payment in person, by telehealth and by payment link?

    • At the front deskCard, contactless or a split, in one step.
    • Treatment packageDeposit at booking, balance at a later visit.
    • Not in the clinicA payment link for part or all of the amount due, after a telehealth consultation or between visits.
    • Scheduled card payments on a treatment planNewA recurring schedule on the patient's saved card that stops once the plan is paid off. Each payment is recorded against the order.
    Setting up scheduled card payments on a patient's saved card in EposlySchedule details: frequency, start date and amount per paymentConfirmation that the payment schedule is active
    100% rental and sales inventory accuracy. 8.5% sales increase year to year.
    Omring, site-reported results
    Omring

    A Dutch senior-care provider running mobility-aid retail and rental on Eposly, on Salesforce Sales and Service Cloud.

    5.0 on Salesforce AppExchange
    Read the Omring story →

    Where do clinics fit within premium in-person services and healthcare?

    Clinics follow the premium in-person services pattern: a known client, an assisted service and payments that can span visits.

    Main industry pagePremium in-person services and healthcareBack to services →Aesthetic treatmentsMed spasLearn more →Memberships and classesGyms and fitnessLearn more →Care equipment sales and rentalMedical equipment and mobility aid retailLearn more →

    Healthcare POS one-pager

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    Questions buyers ask

    Does Eposly handle insurance billing or claims?

    No. Eposly handles patient-paid transactions: services, packages, products and balances. Insurance billing and EHR-integrated reimbursement stay in the systems built for them.

    How are card details handled?

    The connected PCI-compliant payment provider handles and tokenizes card details, so raw card data is not stored on the patient record. Salesforce keeps the transaction record the workflow needs.

    Can a payment be tied to a patient's Health Cloud record?

    Yes. Eposly runs on core Salesforce alongside Health Cloud, so the order and payment are recorded against the existing patient record rather than in a separate POS customer database.

    How is a healthcare POS different from a retail POS?

    A retail POS sells to anonymous shoppers in one step. A healthcare POS takes payment from a known patient, often for packages paid over several visits, and the payment has to sit with the patient's record and access controls.

    Bring your clinic payments into Salesforce

    See how a point of sale runs inside Salesforce.

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