Services

    Salesforce-native POS and payments for healthcare and clinics

    Take in-person, telehealth, and follow-up payments inside Salesforce, so every transaction becomes part of the patient record rather than landing in a separate POS system. Eposly is built for Salesforce-centric clinics and works on core Salesforce alongside Health Cloud.

    What is a healthcare POS system, and can it run on Salesforce?

    A healthcare point-of-sale (POS) system lets a clinic or healthcare service provider take payment for services, products, and patient balances. A Salesforce-native healthcare POS creates the order and transaction record inside Salesforce, linking payment to the existing patient record instead of maintaining a separate POS customer database.

    In short, Eposly is healthcare POS software for Salesforce-centric clinics that need patient-linked payment execution across in-person and remote channels, on core Salesforce alongside Health Cloud.

    How Eposly fits healthcare and clinics

    Salesforce-centric clinics may already use Salesforce or Health Cloud to manage patient engagement, service history, follow-up, and commercial workflows. Payment is often the point where that process leaves the platform. Staff move into a separate terminal or payment application, the order context is split from the patient record, and finance may need to reconcile the transaction later.

    With Eposly POS, clinic staff can create the order, take an in-person or remote payment, and issue a payment link as part of the same operational flow in Salesforce. The patient-linked order and transaction record are created in Salesforce, while payment credentials are handled and tokenized by the connected PCI-compliant provider. Eposly provides the Salesforce-native transaction layer for patient-linked orders and payments.

    How payments connect to the Salesforce patient record

    Healthcare POS on Salesforce: in-clinic, telehealth, and follow-up payments recorded on the patient record, with Patient 360 reporting.

    In-clinic, telehealth, and follow-up payments all recorded on one Salesforce patient record.

    What you get and how Eposly works on Salesforce and Health Cloud

    • Patient-linked records in Salesforce

      Patient-linked order and transaction records created in Salesforce, using the org's configured access controls, permissions, and available audit capabilities.

    • In-clinic, telehealth, and payment links

      In-clinic, telehealth, and payment-link channels through one Eposly transaction flow.

    • PCI-compliant tokenization

      The connected PCI-compliant payment gateway tokenizes card details; raw card details are not stored on the patient record.

    • Deposits, split payments, and follow-up links

      Deposits, split and partial payments, refunds, and follow-up payment links on the patient-linked order.

    • Reporting across locations

      Configure transaction reporting across locations using Salesforce patient, order, and payment records.

    • Card, contactless, and more

      Card, contactless, and other methods supported by the connected gateway and terminal configuration.

    Salesforce-native by design

    Every element of the transaction is executed inside Salesforce. No parallel POS system, no reconciliation back from a separate database.

    Native vs. Integrated POS

    • Transaction records are created in Salesforce

      Orders and patient-linked transaction records are created in the same Salesforce environment used for the wider workflow.

    • The existing patient record stays central

      Eposly uses the existing Salesforce patient record rather than creating a separate POS customer database.

    • Payment credentials stay with the payment provider

      The connected PCI-compliant gateway handles and tokenizes card details, while Salesforce stores the operational transaction record.

    Used on Salesforce in a care environment

    Omring uses Eposly to manage retail and rental transactions in a Salesforce Sales and Service Cloud environment. Eposly is also rated 5.0 from 26 reviews on the Salesforce AppExchange.

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    AppExchange
    5.0

    Questions buyers ask

    When payment happens in a separate system, the patient and order context may remain incomplete until the transaction is reconciled back. Eposly creates the patient-linked order and transaction record in Salesforce as the payment happens, reducing the need to reconstruct that context later.

    Reception and walk-in payments can use a card terminal, remote consultations can use a virtual terminal, and outstanding balances can be collected through a payment link. Each channel follows the same Eposly transaction flow and records the result against the identified patient in Salesforce.

    Eposly runs on core Salesforce alongside Health Cloud, allowing the payment and order process to use the existing patient record rather than introducing a separate POS customer database. Records use the organisation's configured Salesforce access controls, permissions, and available audit capabilities.

    The connected PCI-compliant payment gateway handles and tokenizes card details rather than storing them on the patient record. Salesforce retains the operational transaction information needed for the workflow, not the raw card details.

    Take deposits and partial payments against the patient-linked order, or issue a payment link when a remaining balance needs to be collected later.

    Each transaction can record what was paid for, the channel, location, order, and associated customer context. Authorized service, operations, finance, and engagement teams can work from a more complete commercial history.

    Healthcare POS may support patient payments, clinical services, products, or balances, often with stronger identity, security, and workflow requirements than a standard retail checkout. In a Salesforce-centric clinic, the key difference is linking the order and transaction to the patient record and the wider service journey.

    Healthcare transactions often need stronger identity, security, and workflow handling than a standard retail checkout, and for Salesforce-centric providers the transaction should stay linked to the patient record and service journey rather than sitting in a separate system.

    Eposly runs on core Salesforce alongside Health Cloud, using the existing patient record rather than a separate POS customer database.

    The connected PCI-compliant payment gateway handles and tokenizes card details; raw card details are not stored on the patient record. Patient-linked transaction records use your org's configured Salesforce access controls, permissions, and available audit capabilities.

    Yes: in-clinic card terminal, telehealth virtual terminal, and follow-up payment links, each recording the result against the identified patient in Salesforce.

    Eposly connects Salesforce transactions to supported payment gateways and terminal providers for card-present and remote workflows. Exact terminal, gateway, and wallet support depends on the selected provider and implementation.

    Explore capabilities and use cases

    Simplify your healthcare service and checkout process

    Eposly fits Salesforce-centric clinics and healthcare service providers that run Salesforce or Health Cloud, take patient payments in person and remotely, often across multiple locations, and want every transaction connected to the patient record instead of a separate POS system.

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