Question 1

Does Medical Financial work with Quickbooks?

Accepted Answer

Medical Financial has all the accounting capabilities of Quickbooks, and much more.  While you will not need Quickbooks, you may export data from Medical Financial into Quickbooks, or, you can run the two systems in parallel.

Question 2

What billing platforms does Medical Financial work with?

Accepted Answer

Medical Financial integrates directly with AdvancedMD and also connects through our partnership with Waystar. If you use AdvancedMD for your billing, or, if you use a different billing software that is integrated with Waystar as its clearinghouse, you can use Medical Financial.

Question 3

Is Medical Financial cloud based?  Can I access it from anywhere?

Accepted Answer

Yes. Medical Financial is cloud based and can be accessed from anywhere with a secure connection. Access requires a Microsoft Windows app installed and configured by our tech team or your IT support, helping protect your database by limiting access to approved, secure workstations.

Question 4

Where is my data hosted?

Accepted Answer

Your data will be hosted on a secure server managed by one of the best professional secure server support systems in the country.  The server is backed up daily, and is fully and exclusively controlled by our IT team.

Question 5

Can I restrict access of certain users to only certain features?

Accepted Answer

Absolutely.  We have detailed and robust security access module which lets you customize exactly what each user can see and/or do in the software.  You will have full control over your users at all times.

Question 6

Medical Financial sounds great, but if I decide to leave the platform, what happens to my data?

Accepted Answer

We are sure that you will love Medical Financial and we can’t imagine why you would want to stop using it, but if you do, you can export your data in an Excel format, and then upload it to any platform compatible with Excel, and we will be happy to assist you in the process.  Your success in our mission, even if it’s not with us.

Question 7

Once I sign on with Medical Financial, what is my commitment?  What is the duration of my contract?

Accepted Answer

Our licensing contract is month- to-month.  You may terminate your contract at any time for any reason.  You are not locked in to any long-term commitment.

Question 8

My accountant is worried that they will not be able to produce all the reports they are used to providing, and I will not have the information I need to run my practice.

Accepted Answer

Your business management reports will be collated automatically by Medical Financial, your accountant will not have to do this for you.  Your accountant will need to see and manage your financial statements, and they can do this in Medical Financial.  But, if they prefer, they have the option of exporting the data from Medical Financial to QuickBooks and then preparing reports in QuickBooks.

Question 9

What credit card processors does Medical Financial work with?

Accepted Answer

Medical Financial works with nearly all credit card payment processors including Stripe, Fortis, and many others.  But we do have a special partnership with Elavon, which can offer you competitive pricing for merchant account services.

Question 10

How many users can I put on my Medical Financial license?

Accepted Answer

You can create and manage an unlimited number of users.

FAQ