Screen 6 of 14
The front desk takes the payment
The coordinator finds the family, reads the plan out of the practice’s own software, and either takes the payment here or sends the family a link to pay on their phone.
Nothing on this page is real. No patient exists, no card is read, and no message leaves the browser.
Step 1 of 5
Find the patient
Start typing a last name. Matching plans narrow as you type. Click the one in front of you and it opens.
Everyone in this list is invented. A real name, a real date of birth and a real patient id are protected health information, so none of it goes in a walkthrough.
Step 2 of 5
Confirm your details
This is the responsible party on the plan, not the patient. Receipts and reminders go to the details below.
| Responsible party | Maria Alvarez |
|---|---|
| Relationship | Mother of Sofia Alvarez |
| Phone | (915) 555-0166 |
| m.alvarez@example.com | |
| Address | 2214 Sandia Ridge Rd, Horizon City, TX 79928 |
| Statements go to | m.alvarez@example.com |
| Practice | Horizon City Orthodontics, Dr Alex Reyes |
Every line above is read from the practice system. It is not typed here. If anything is out of date, the front desk fixes it in the practice software and it changes here too.
Step 3 of 5
Your payment plan, read from Ortho2
Sofia Alvarez’s plan is a mock plan built for this walkthrough, so every figure in this card is MODELLED.
The full treatment plan is $4,200.
The family has already paid $1,000.
That leaves $3,200 to pay.
The rest of the plan runs for 16 months.
Each payment is $200.
The next one is due on the 5th.
The next three payments
| October 5, 2026 | $200.00 |
|---|---|
| November 5, 2026 | $200.00 |
| December 5, 2026 | $200.00 |
Three dates are shown here. The schedule in the practice software runs to the end of the plan, and this page reads it rather than rebuilding it.
The fee the family pays
Beside the payment the family sees one more line, plus a $5.95 technology fee on each payment, paid to NextRev.
The family sees that fee on their own phone before they pay, and again on the receipt afterwards.
This figure is read from the plan in the practice’s own system. It is not calculated on this page, and it cannot be changed by this page.
Step 4 of 5
Card details
The card is not typed into this page. In the real product this panel is TRX’s own hosted page, on TRX’s own systems.
TRX hosted page
Card entry appears here.
In the product this panel is served by TRX. The card number, the expiry date and the security code are collected inside it, and NextRev is handed a token and an outcome.
The card is entered on TRX’s own systems. NextRev holds no cardholder data. This box is a placeholder in the walkthrough: there is no card field anywhere on this page, and nothing here can take a card number.
Two doors, one rule. Whether the family pays here or on their own phone, the card is collected by the processor, never by this page and never by the practice.
Step 5 of 5
Continue to sign
The authorisation is signed by the responsible party, on the tablet at the desk or on their own phone. The next screen is what they see.
Not paying at the desk?
One button sends a link that opens straight onto this plan. They pay on their own phone, with the wallet already on it, while they are still standing there or later that day.
| Text to | (915) 555-0166 |
|---|---|
| Link | pay.nextrev.io/c/7QK4M2X |
The message, as the family would read it
Horizon City Orthodontics: Sofia’s plan is ready to pay. pay.nextrev.io/c/7QK4M2X Call (915) 555-0142 with questions. Reply STOP to opt out.
Short on purpose, so it sends as one message and bills as one.
The link carries the plan, never the amount. What is owed is read from the practice system at the moment the link is opened, so nothing a payer can see or edit decides what they are charged.