Practice portal · FinMedBridge

Total Financed Volume

£142,800.00

Current month approved finance

Active Quotes in Pipeline

{{ kActive }}

Trust Escrow Balance

£58,200.00

Secured funds reserved for upcoming surgical dates

Attention required

Recent patient activity

Step 1 · Upload Existing Practice Quotation PDF

Import itemised quotation from your dental software PDF

Extracts treatment items, clinician, reference and total into the table below so you can review and correct any field before inviting the patient. Detailed itemisation is preserved for future separate dental/travel insurance.

✓ {{ pdfStatus }}

Upload Quotation PDF

Clinical Reference ID

DRAFT{{ draftRef }}

Treating Clinician Proposed Surgery Date

Itemised procedure lines

Fees auto-fill from your catalog and can be overridden

Procedure / Treatment	Tooth	Qty	Unit fee (£)	Clinical stage	Recovery buffer (days)	Row total	Remove
		{{ l.qty }}				{{ l.total }}

✓Quotation {{ ir.ref }} saved & single-action invite sent to {{ ir.name }}

Single-Action Patient Invitation Reference

{{ ir.ref }}

A single invitation email has been dispatched to the patient. Once they verify their account from that link, their loan application opens pre-populated with their basic details and confirmed quotation total (no separate second unlock code email is required).

Dispatch log

Open Patient Portal Invite Link →

Innovative Dental Care

{{ loc }} · [Clinic address] · [Clinic phone]

Consultation slip
{{ ir.ref }}
{{ todayStr }}

Patient: {{ ir.name }} · Clinician: {{ ir.cl }}

Treatment	Stage	Cost
{{ sl.name }}	{{ sl.stage }}	{{ sl.total }}

Total clinical treatment cost{{ slipTotal }}

Scan to create your FinMedBridge patient account, then enter your code.

Your Unlock Code: {{ ir.code }}

FinMedBridge is a credit broker, not a lender. Finance is subject to status. Keep this code private.

Patient & ref	Treating clinician	Base dental cost	Total financed	Stage	Last activity	Action
{{ r.name }} #{{ r.ref }}	{{ r.cl }}	{{ r.base }}	{{ r.total }}	{{ r.stage }}	{{ r.last }}

No quotations match this filter.

Broker webhook · LOAN_APPROVED

Finance Approved: {{ ap.name }} — Total Package: {{ ap.total }}

Base Dental Treatment{{ ap.base }}

Patient Selected Travel/Hotels/Upgrades{{ ap.travel }}

Approved Lender[UK Regulated Partner Lender]

Broker Reference{{ ap.brk }}

The patient's credit agreement is formally approved. Please generate the official Tax Invoice to confirm clinic acceptance and dispatch payment instructions.

Clinic legal trading entity

Tax Invoice

Invoice no.{{ cv.inv }}

Issue date{{ todayStr }}

Due / treatment start

Billed to

Section A: Medical / Dental Procedures

Zero-rated for VAT under UK healthcare regulations

Section A subtotal{{ cv.medTotal }}

Section B: Travel & Lifestyle Logistics

Hotels, flights and transfers as selected by patient (inclusive of applicable VAT)

Section B subtotal{{ cv.travTotal }}

Total Invoice Amount{{ cv.total }}

Funding sourceDirect Lender Settlement via FinMedBridge Brokerage

Tax Invoice #{{ iv.inv }} Successfully Generated and Dispatched!

{{ iv.name }} · {{ iv.total }}

Automated email to patient

To {{ iv.email }}

Attached PDF Tax Invoice ({{ iv.inv }}.pdf)
Formal payment instructions and lender settlement confirmation
Clinic booking confirmation details

Delivery log

{{ l.t }}Delivered

Escrow deposit reference

{{ es.ref }}

{{ es.name }} · {{ es.inv }}

Total Held in Trust

{{ es.held }}

Milestone phasing

Milestone 1 (Stage 1 Surgery & Implants) {{ es.m1Amt }} {{ es.m1Label }}

Milestone 2 (Stage 2 Abutment & Zirconia Crown) {{ es.m2Amt }} {{ es.m2Label }}

Surgical chair-time theater lock

Surgical Theater Locked & Confirmed {{ es.chair }}

Invoice issued. Waiting for the lender to deposit funds into your client trust account. Once received, lock the theater slot.

Procedure completion & payout authorisation

Authorising a milestone sends a payout request from the client trust account to your clinic operating account.

Private practice treatments

Default fees and mandatory healing buffers used by the quotation builder

Import CSV

Internal code	Procedure	Stage	Healing buffer (days)	Default fee (£)

CSV columns: code, name, fee, stage, buffer_days

Practice CQC registration

Name	Role	GDC registration	Location
{{ m.name }}	{{ m.role }}		{{ m.loc }}

Client trust account

Verification pending

Used for lender disbursement and milestone escrow release. Changes are re-verified before any payout.

Demo: All dentist portal screens

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