Provider Resources

Onboarding & Engagement

Your team will receive personalized training on our platform so that they can hit the ground running! You'll be assigned a dedicated Provider Success team member who will check in often to ensure that you have all the tools you need to succeed with Basis!

Marketing Toolkit

We want to help you get the word out about Basis. Whether it's hard copy materials like brochures or waiting room posters to digital material that can be added to your website or email campaigns, we've got you covered!

Reporting

We bring actionable insights to your fingertips! Within your Basis portal, you'll have access to reporting on your practice's performance including revenue trends, loan volume and much more!

Offer Basis To
Your Patients

Provider FAQs

Repayments are automatically withdrawn from the patient’s connected bank account on file, according to their selected repayment schedule (i.e., monthly, semi-monthly). Basis will notify the patient via email and text 2 days prior to the payment being withdrawn.

Yes, a patient can make additional payments or pay off the total outstanding balance of their loan(s) by logging into their Basis account and selecting ‘Pay Now.’ There is no prepayment penalty to repay Basis early!
Repayment terms vary between 4–24 months, depending on the amount of the patient’s loan.

Any patients who are on the OFAC watchlist are ineligible for Basis financing. Otherwise, all patients who have had a U.S.-bank account for at least 90 days are eligible to apply!

No, if you obtain more than one loan with Basis, your payments will NOT be combined. For example, if you obtained a $500 loan today and had previously obtained a $2500 loan six months earlier, each loan would have a separate payment schedule with separate loan terms (the amount of time you would repay Basis for each loan). Your $500 loan would be required to be repaid in 4 months while the $2500 loan would be required to be repaid in 12 months.

Yes, a patient can schedule their payments to take place on the same date. However, as referenced in the previous question, each loan payment would operate on separate terms. For multiple loans, Basis cannot consolidate payments.
Once you send a patient a link to create their Basis account from your merchant portal, they’ll securely link their online bank account to their patient portal. Basis will then review their transaction history to determine a financing limit.

No, Basis does not check a patient’s credit score (hard or soft) as part of the approval process.

No, Basis does not require a patient’s social security number.

Any patients who are on the OFAC watchlist are ineligible for Basis financing. Otherwise, all patients who have had a U.S.-bank account for at least 90 days are eligible to apply!

We strongly recommend that patients connect an account that they deposit their paychecks into since accounts that display frequent consistent deposits are more likely to get approved for a higher financing limit.

No, Basis does not require a down payment from the patient.

Yes, patients can select the repayment frequency that works best for them. Monthly, semi-monthly (2x a month), or bi-weekly (every 2 weeks) repayment plans are available. Patients typically select when they get paid to match repayment frequency.

There is no limit to the number of loans qualified patients can have. The maximum amount that a qualified patient can borrow for all loans at the same time is $10,000.00.

Any U.S.-based checking account that has been active for at least 90 days is eligible for Basis!

Repayments are automatically withdrawn from the patient’s connected bank account on file, according to their selected repayment schedule (i.e., monthly, semi-monthly). Basis will notify the patient via email and text 2 days prior to the payment being withdrawn.

Yes, a patient can make additional payments or pay off the total outstanding balance of their loan(s) by logging into their Basis account and selecting ‘Pay Now.’ There is no prepayment penalty to repay Basis early!

Repayment terms vary between 4–24 months, depending on the amount of the patient’s loan.

Yes, a patient can change an upcoming payment’s due date depending on their repayment frequency.

 

Monthly — up to 3 weeks from the original due date.

Semi-monthly or Bi-weekly — up to 1 week from the original due date.

No, if a patient obtains more than one loan with Basis, their payments will NOT be combined. For example, if they were to obtain a $500 loan today and had previously obtained a $2,500 loan six months earlier, each loan would have a separate payment schedule with separate loan terms (the amount of time they select to repay Basis for each loan). Their $500 loan would be required to be repaid in 4 months while the $2,500 loan would be required to be repaid in 12 months.

Yes, a patient can schedule their payments to take place on the same date. However, as referenced in the previous question, each loan payment would operate on separate terms. For multiple loans, Basis cannot consolidate payments.

Once you send a patient a link to create their Basis account from your merchant portal, they’ll securely link their online bank account to their patient portal. Basis will then review their transaction history to determine a financing limit.

No, Basis does not check a patient’s credit score (hard or soft) as part of the approval process.

No, Basis does not require a patient’s social security number.

Any patients who are on the OFAC watchlist are ineligible for Basis financing. Otherwise, all patients who have had a U.S.-bank account for at least 90 days are eligible to apply!

We strongly recommend that patients connect an account that they deposit their paychecks into since accounts that display frequent consistent deposits are more likely to get approved for a higher financing limit.

No, Basis does not require a down payment from the patient.

Yes, patients can select the repayment frequency that works best for them. Monthly, semi-monthly (2x a month), or bi-weekly (every 2 weeks) repayment plans are available. Patients typically select when they get paid to match repayment frequency.

There is no limit to the number of loans qualified patients can have. The maximum amount that a qualified patient can borrow for all loans at the same time is $10,000.00.

Any U.S.-based checking account that has been active for at least 90 days is eligible for Basis!

Basis is a pay-over-time financing solution that helps your patients pay for dental bills, without the hassle of a credit check. Basis will never check a patient’s credit score or ask for their social security number. All they need is a U.S.-based bank account to get started!

What makes Basis different? For one, Basis will never check a patient’s credit score or ask for their social security number. All they need to get started is a U.S.-based bank account that has been active for at least 90 days. There is also no income requirement to qualify for Basis.

When a patient needs assistance to pay for treatment, simply send them a link from your Basis merchant portal. The patient can then create their Basis account and check to see how much financing they’re eligible for. They would then enter their online banking credentials into our secure portal and, within minutes, receive a credit limit that can be used to pay for treatment. And that’s it! You get paid within 2–3 business days!

Basis ensures that all banking information is kept secure by utilizing bank-level data protection technology provided by our security partner Plaid. For more information on Plaid’s security measures, please visit https://plaid.com/how-we-handle-data/

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