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Chapter 07: Management

Lesson 03 of 03

Working with Practice Management Systems

How the subscription ledger and your PMS coexist without creating a reconciliation mess.

The lesson

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Membership payments, renewals and agreements live in BoomCloud. Your PMS keeps doing what it's good at — clinical records, scheduling and production.

Only a few practice management systems genuinely support membership billing; others claim full support and deliver something far thinner in practice.

Key takeaways

  • Keep the subscription ledger in BoomCloud, not the PMS.
  • Use an alert or pseudo-insurance flag instead of PMS credits.
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