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.
In development Everything below describes what the platform is being built to do. Pilot businesses get access to each part as it becomes usable — see the build phases.
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
Founding pilot access
We are not publishing plan prices yet, and that is deliberate. The right shape for pricing should come from businesses actually running on the platform — not from a guess made before the first one has.
What pilot participants get
- Early platform access — as each part becomes usable, starting with setup, services, availability, service area and your booking page
- Direct onboarding — we set your account up with you, screen to screen
- Influence over features — what you tell us about travel fees, dispatch, intake and payments goes into what gets built next
- Priority at public launch — pilot businesses come first when the platform opens
- Founding-user pricing consideration — the group that helps build it will be recognized when pricing is set
Pilot participation does not obligate you to purchase anything.
What we will work out with the pilot group
These are open questions, not settled answers. If you have a strong view, the pilot is where it counts.
- Whether pricing should follow phlebotomists, appointment volume, or neither
- What a solo operator actually needs versus a team running dispatch
- Whether a flat price beats tiers for a business this size
- How travel-heavy operations should be treated
- Whether recurring business clients deserve their own plan
No long contract
When subscriptions do open, they will run monthly or annually — no multi-year lock-in.
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?
Plan shape is one of the things the pilot is meant to settle. Appointment caps are not something we want to build the pricing around, but the boundaries will be set with the businesses actually using it.
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 involved
Help shape the platform you will be running on
We are opening private pilot access to a small number of mobile phlebotomy businesses. Apply to be one of them, or walk through the platform with us first.
