More Collections. Less Stress. Stronger Profits.

Every payer moves to TRX. Every payment after captures through TRX.

• Moves every current payer and stored card off the old processor and into TRX
• Reads the day's scheduled auto-receipts from Ortho2 Edge
• Charges cards through the TRX gateway
• Exactly-once charging, so a retry cannot double bill
• Posts the receipt back to Edge so the balance moves
• Reconciles daily: what TRX settled against what Edge shows

Cards only at launch. ACH is on the roadmap and is not sold today. Switchover is a migration, not a re-enrollment: the whole book of current payers moves. The processors transfer the stored-card vault between themselves under the card networks' established procedure, every transferred card is tied back to its patient and contract in Edge automatically, and from that day every payment captures through TRX. No patient is asked to re-enter a card; the desk only re-collects the handful that need attention. The date is set by how quickly the outgoing processor releases the vault, typically quoted at ten business days to two weeks for a cooperative export.

The daily run, and every failure put in front of a person.

• Builds the day's charge run list on its own
• Posts payments and updates ledgers with no re-keying
• Routes every failure to a person with the reason attached
• Flags contracts and balances that do not reconcile
• Standard reports drawn from one set of numbers
• House rules set per office, so locations can differ

The whole point of this layer is that a failure is never quiet. It is also the layer that decides our support cost, so it gets built before we take a practice to list price rather than after.

Every balance in one place, then worked on a set cadence.

• Every unpaid balance in one list, oldest first
• 30, 60, 90 day and older buckets read live from Edge
• Promise-to-pay tracked instead of remembered
• Text, email and printed letters at 30, 60 and 90 days
• Secure pay link, payment taken and logged back
• Consent and opt-out honoured on every channel

This module ships in two halves. The read-only worklist and dashboard come first, because Edge already returns the aging buckets and nothing leaves the building; a signed BAA is its only gate. Outbound text, email and letters follow, because they need a consent store and per-office carrier registration first. Included: 25 letters and 500 texts per office per month, overage at cost plus margin. Certified mail is always quoted per batch, never bundled. There are no AI voice calls on this sheet at any price: under FCC 24-17 an AI voice is an artificial voice, and the healthcare exemption is expressly closed to anything about billing, so an automated voice call about a balance carries uncapped statutory damages. We will not sell a practice that risk.