---
title: "Healthcare POS System for Salesforce | Eposly"
url: https://eposly.io/industries/healthcare-and-services/healthcare-point-of-sale
description: "Healthcare POS system that runs inside Salesforce. Take in-clinic, telehealth and payment-link payments against the patient record."
lang: en-GB
---

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.

Try the interactive demo (https://eposly.io/demos/interactive-eposly-demo)

Image: A physiotherapy package on a patient's order in Eposly on iPad (https://eposly.io/images/industries/healthcare/healthcare-02-hero-step2-build-order.png)

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.

1. 01
   ### Open the patient
   Start the order against the patient's record and find the service or package.
2. 02
   ### Build the order
3. 03
   ### Take the deposit
4. 04
   ### Collect the balance
5. 05
   ### Keep the history

Try the interactive demo → (https://eposly.io/demos/interactive-eposly-demo)

Image: The Eposly screen for the selected step (https://eposly.io/images/industries/healthcare/healthcare-01-step1-open-patient-find-service.png)

## How payments connect to the patient in Salesforce

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

Image: Healthcare POS on Salesforce: in-clinic, telehealth and follow-up payments recorded against the patient in Salesforce (https://eposly.io/images/salesforce-healthcare-pos-patient-record.webp)

## 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

Payments →: https://eposly.io/product/capabilities/payments

Keep payments on the patient record

Orders and transactions are created in Salesforce against the existing patient record

Transaction Execution →: https://eposly.io/product/capabilities/transaction-execution

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

Intelligence →: https://eposly.io/product/capabilities/intelligence

### 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 desk**Card, contactless or a split, in one step.
- **Treatment package**Deposit at booking, balance at a later visit.
- **Not in the clinic**A payment link for part or all of the amount due, after a telehealth consultation or between visits.
- **Scheduled card payments on a treatment planNew **A recurring schedule on the patient's saved card that stops once the plan is paid off. Each payment is recorded against the order.

How payments work in Eposly →: https://eposly.io/products/payments
Recurring payments in Salesforce →: https://eposly.io/blog/recurring-payments-in-salesforce

Image: Setting up scheduled card payments on a patient's saved card in Eposly (https://eposly.io/images/industries/healthcare/healthcare-06-payments-recurring-setup.png)
Image: Schedule details: frequency, start date and amount per payment (https://eposly.io/images/industries/healthcare/healthcare-07-payments-schedule-details.png)
Image: Confirmation that the payment schedule is active (https://eposly.io/images/industries/healthcare/healthcare-08-payments-plan-created.png)

> 100% rental and sales inventory accuracy. 8.5% sales increase year to year.

Omring, site-reported results

Image: Omring (https://eposly.io/images/industries/healthcare/logo-omring.svg)

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 → (https://eposly.io/customers/omring)

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

Clinics follow the premium in-person services (https://eposly.io/industries/healthcare-and-services) pattern: a known client, an assisted service and payments that can span visits.

Main industry page**Premium in-person services and healthcare**Back to services →: https://eposly.io/industries/healthcare-and-services
Aesthetic treatments**Med spas**Learn more →: https://eposly.io/industries/healthcare-and-services/med-spas
Memberships and classes**Gyms and fitness**Learn more →: https://eposly.io/industries/healthcare-and-services/gyms
Care equipment sales and rental**Medical equipment and mobility aid retail**Learn more →: https://eposly.io/industries/healthcare-and-services/medical-equipment-rental-pos

Healthcare POS one-pager

## Take this page to your team

The key points from this page in one document to share with your team.

By downloading, you agree to our privacy policy (https://eposly.io/privacy).

## 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.

Try the interactive demo: https://eposly.io/demos/interactive-eposly-demo
Read the Omring story →: https://eposly.io/customers/omring
Talk to us →: https://eposly.io/contact

## Structured data

```json
[
  {
    "@context": "https://schema.org",
    "@type": "WebPage",
    "name": "Healthcare POS System for Salesforce | Eposly",
    "description": "Healthcare POS system that runs inside Salesforce. Take in-clinic, telehealth and payment-link payments against the patient record.",
    "url": "https://eposly.io/industries/healthcare-and-services/healthcare-point-of-sale",
    "inLanguage": "en-GB",
    "isPartOf": {
      "@type": "WebSite",
      "url": "https://eposly.io"
    }
  },
  {
    "@context": "https://schema.org",
    "@type": "BreadcrumbList",
    "itemListElement": [
      {
        "@type": "ListItem",
        "position": 1,
        "name": "Home",
        "item": "https://eposly.io/"
      },
      {
        "@type": "ListItem",
        "position": 2,
        "name": "Industries",
        "item": "https://eposly.io/industries"
      },
      {
        "@type": "ListItem",
        "position": 3,
        "name": "Premium in-person services and healthcare",
        "item": "https://eposly.io/industries/healthcare-and-services"
      },
      {
        "@type": "ListItem",
        "position": 4,
        "name": "Healthcare and clinics",
        "item": "https://eposly.io/industries/healthcare-and-services/healthcare-point-of-sale"
      }
    ]
  },
  {
    "@context": "https://schema.org",
    "@type": "Organization",
    "name": "Eposly",
    "url": "https://eposly.io",
    "logo": "https://eposly.io/assets/eposly-logo-BB9N99PW.svg",
    "description": "Eposly is the only 100% Salesforce-native POS and transaction execution platform, enabling assisted transactions, configuration, pricing, payment, and order creation directly inside Salesforce.",
    "knowsAbout": [
      "Salesforce POS",
      "Salesforce-native point of sale",
      "Transaction execution",
      "Assisted selling in Salesforce",
      "Payment processing in Salesforce",
      "Public sector cashiering"
    ]
  },
  {
    "@context": "https://schema.org",
    "@type": "FAQPage",
    "mainEntity": [
      {
        "@type": "Question",
        "name": "Does Eposly handle insurance billing or claims?",
        "acceptedAnswer": {
          "@type": "Answer",
          "text": "No. Eposly handles patient-paid transactions: services, packages, products and balances. Insurance billing and EHR-integrated reimbursement stay in the systems built for them."
        }
      },
      {
        "@type": "Question",
        "name": "How are card details handled?",
        "acceptedAnswer": {
          "@type": "Answer",
          "text": "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."
        }
      },
      {
        "@type": "Question",
        "name": "Can a payment be tied to a patient's Health Cloud record?",
        "acceptedAnswer": {
          "@type": "Answer",
          "text": "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."
        }
      },
      {
        "@type": "Question",
        "name": "How is a healthcare POS different from a retail POS?",
        "acceptedAnswer": {
          "@type": "Answer",
          "text": "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."
        }
      }
    ]
  }
]
```