di. Payments is an AR management tool that helps you streamline the process of identifying patients who owe your practice money, communicating with those patients about their balances, and ultimately helping you get paid.
In order for you to get start with di. Payments, you must enroll and certain information is required to do this successfully. Please see below so you can be prepared!
Information about the business:
Business type (sole proprietor, LLC, etc.)
Tax ID number
Business phone number and email
Login information for the practice’s bank account or routing and account numbers
Information about the owner(s):
Date of birth
Social security number
Phone number and email
This information is required because of the USA Patriot Act and the associated Know Your Business (KYB) and Know Your Customer (KYC) laws.
Refer to this article to learn more about the set up process for di. Payments: