Document collection for medical and dental practice clients

Practice managers juggle patients, not paperwork, so merchant statements, supplier invoices and payroll reports trickle in. DocNag gives each practice one checklist link, uploadable from a phone, and reminds them until the month is covered.

Start free with this checklist See it in action, no signup

A starting checklist

Bank and credit card statements
Card processor and patient payment deposit reports
Insurance remittance (EOB/ERA) deposit summaries
Medical or dental supply vendor invoices
Payroll reports
Equipment loan and lease statements
Malpractice and business insurance invoices
Sales tax and payroll tax filings

Revenue arrives from insurers and patients through different channels, so deposits cannot be matched until the remittance and processor reports are in, not just the bank statement. Edit the list to fit each client, or build one without signing up in the checklist builder.

How it works

Send the client one private link.
They upload each item from a phone, with no account or password.
DocNag reminds them about what is missing and tells you when files arrive.

Free for 3 active requests, no card. $19/month for 25, $39/month for 100. About DocNag · Pricing

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