Payment after the fact
You finish the visit, then start a second job chasing the money for it.
Payments & operations
Get paid, price travel properly, and see how the business is really doing
Take payment at booking instead of chasing it afterwards, apply travel fees from your own rules, keep every patient's history in one record, and get reporting that answers which services and which days actually pay.
The problem
The draw is the easy part. Getting paid for it is not.
Travel priced by instinct
Long-distance appointments get quoted at in-town rates because nothing calculated the difference.
No idea what is profitable
Without service-level and staff-level numbers, growth decisions are guesses.
Patient payments
The money your patients pay goes to your business
Each business connects its own payment account through a platform-style payment provider, so patient payments belong to that business. Phlebotomy Software does not sit in the middle of your revenue.
- Prepaid appointments — payment in full at the time of booking
- Deposits — take part up front to protect against no-shows
- Pay later — for services or clients where invoicing after the visit makes sense
- Refunds — issued where your policy permits, tracked against the appointment
- Payment status — paid, deposit, awaiting payment or refunded, visible on every appointment
- Per-service rules — a routine draw and an employer contract do not have to be paid the same way
Fewer no-shows to absorb
When a card has been charged or a deposit taken at booking, cancellations become a decision rather than an afterthought — and your policy is already acknowledged in writing.
Receipts under your name
Payment confirmations reach the patient as part of your booking flow, so the transaction reads as yours from start to finish.
Travel fees
Distance stops eating your margin
Travel rules are configured once against your service areas and then applied automatically at booking. The patient sees the fee before they confirm, so nobody is surprised at the door.
- Flat fee per zone
- Mileage-based charges, with a free-mileage threshold if you want one
- Zone-based pricing with a different fee for each area
- Included travel areas where no fee applies
- Per-service travel settings, so a pickup can be priced differently from a draw
- Travel shown as its own line in the appointment summary
Patient management
Patient records that belong to your business alone
Every patient record sits inside your tenant. No other business on the platform can reach it.
Contact details
Name, contact information and service address kept with the record rather than in a phone.
Appointment history
Every past and upcoming visit, with service, status, staff member and payment.
Notes
Internal notes for access instructions, preferences and anything the next visit should know.
Rebooking
Book the next appointment straight from the record with details already filled in.
Reporting
Numbers you can make a decision with
Reporting covers your tenant only, and answers the questions owners actually ask at the end of a month.
- Appointment volume over time, completed against canceled
- Revenue by period, service and payment status
- Service performance — which offerings carry the business
- Cancellation and no-show rates, with recorded reasons
- Staff workload including stops, mileage and completion
- Export for your accountant or your own spreadsheet
Two separate things
Your subscription and your patients' payments never mix
This distinction matters, so it is worth being blunt about it.
Platform subscription
A monthly or annual subscription for using Phlebotomy Software. It is billed to your business, managed from your billing settings, and is the only thing you pay us.
Patient payments
Money collected on your booking page for services and travel, settling to your own connected payout account. It is your revenue, tracked in the platform for your records.
Pricing
One subscription for the whole operation
Plans are shaped around how many phlebotomists you dispatch, not how many appointments you are allowed to have. Talk to us and we will confirm the plan that fits.
Solo
For a single phlebotomist running their own book of patients.
- Branded booking page
- Service catalog and availability rules
- Service areas and travel fees
- Intake forms and document upload
- Patient records and rebooking
- Patient payments through your own account
- Email notifications
- Core reporting
Team
For companies dispatching several phlebotomists across zones.
- Everything in Solo
- Staff invitations, roles and permissions
- Dispatch board and assignment
- Staff availability and territories
- Phlebotomist field view
- Staff workload reporting
Growth
For larger operations with recurring organisational clients.
- Everything in Team
- Higher staff and usage allowances
- Advanced reporting
- Recurring and repeat-draw workflows
- B2B client accounts Planned
Pricing is set per business. Tell us how many phlebotomists you dispatch and how wide your service area is, and we will confirm the plan that fits and what it costs.
No long contract
Subscriptions run monthly or annually — you are not locked into a multi-year term.
Payment processing fees
Card processing costs are set by the payment provider and charged on your own connected account, not added by us.
Your data stays yours
Patient records, appointment history and reporting belong to your business.
Questions
Payment and pricing questions
Who actually receives the money patients pay?
Your business does. Payments settle to a payout account connected to your own business, separate from the subscription you pay Phlebotomy Software.
Can I take a deposit instead of the full amount?
Yes. Payment rules are set per service, so you can require full prepayment for some services, a deposit for others, and invoice afterwards where that suits the client.
How are travel fees calculated?
From the rules you configure against your service areas — flat per zone, per mile, zone-based pricing or included travel. The fee is applied at booking and shown to the patient as a separate line.
Is there a limit on appointments?
Plans are built around the number of phlebotomists you dispatch rather than a cap on how many appointments you can book.
What happens to my data if I cancel?
Patient records, appointment history and reporting belong to your business. Contact us and we will arrange an export of your data.
Continue through the platform
Get started
Put your whole business on one platform
Start a free trial, or walk through the platform with us and see how it maps to the way you already work.
