AI Funding SolutionsEZCheck for elective care
EZCheck · Financial qualification for elective care

You just gave your best consult slot to somebody who was never going to be able to pay.

EZCheck tells you what a patient can actually afford before your coordinator ever spends an hour on them. Same ads. Same team. You just stop handing your best slots to people who could never proceed.

First, so this reads like your business. What do you do?
This sets the starting numbers below. Change any of them to yours.
Before you give up a slotAn answer in seconds, not a hunch
Soft pullNo impact on their credit score
Every enquiryBecomes data your advertising can learn from
Days to installYour site. Your forms. No rebuild
01
The part nobody bills for

You know how the consult ends before it starts.

Lovely person. They have been thinking about this for a long time and they finally booked.

They are on time and they are lovely. They tell you the whole story before you ask. You go through the history and the workup and build the plan properly. Then your coordinator spends another forty minutes taking them through the plan while they agree with every part of it.

Then you show them the number.

And you watch it land.

They go quiet. Or they get busy. Or they say the thing you have heard a thousand times.

I need to think about it. Let me talk to my husband. Can you email that through to me.

You email it through. Your coordinator follows up Thursday. She follows up again the next week. Nothing.

The next one is already booked in. And the whole time you are running the same maths you ran last month. Ninety minutes of clinical time gone. A slot a real patient could have had, gone.

And you still do not know the one thing that decided it before they ever reached your calendar.

Whether they could pay for it.

02
Run the numbers

What a consult costs you when nobody checks first.

You pay for the lead. Then you pay for it again in clinical time and coordinator hours. Then you pay for it a third time in the slot a real patient could have had. These are starting numbers. Change them to yours.

Your business
Consults your team runs a month
Hours per consult, clinical time plus coordinator  hrs
Loaded cost of a coordinator an hour $
Consults that go nowhere  %
What you spend on patient acquisition a month $
Average job value $
What it costs you
Consults a month that go nowhere36
Hours of clinical and coordinator time, gone90
Wages spent on those hours$4,950
Acquisition spend on people who could not pay$4,800
Treatment presented and never started$504,000
Real cost a month $9,750
That is $117,000 a year, before you count the patients you could not get to.
Your scenario
If you only booked consults for pre-qualified patients and got back 50% of those wasted hours
Hours back a month
45
handed back to your clinic
Wages back a month
$2,475
$29,700 a year
Real consults those hours buy
18
at your hours per consult

These figures are built from numbers you entered and from an assumption you set with the slider. They are an illustration only. Nothing here is a projection, a promise or a guarantee of any result. EZCheck reads ability to pay before you book. What you do with the hours is your business.

And here is the part that stings. Those plans did not die because your clinical work is not good. They wanted the work done. They just could not put the whole number on a card that month. You lost the case to their bank balance. Not to the practice down the road.

03
The idea

Everybody tries to fix this at the consult. It starts at the ad.

When cases stop converting the instinct is to work on the presentation. Better scripting. Better follow up. More leads. All of that sits downstream, and downstream is where the damage shows up. It is not where the damage happens.

It happens the moment an enquiry lands and nobody knows a single true thing about the person behind it. Every step after that is a guess wearing a process. Fix it upstream and every stage below it gets better on its own.

04
Watch it run

One patient, start to finish, in about ten seconds.

This is exactly what happens between the enquiry landing and you deciding whether to give away a consult slot.

EZCheck · live simulation
DR
Dana R.
Enquiry from your ad · 2:41pm
  • Enquiry capturedsmart form
  • Answers read in real timeform intelligence
  • Soft credit checkscore untouched
  • Affordability readincome and obligations
  • Decision and routingbefore you book
Waiting
Press run
The result lands here.
Standing by
Illustration using sample data. Not a real applicant. Pre-qualification is a soft pull and does not affect a consumer's credit score.
05
The part that compounds

Every enquiry teaches your advertising who to go and find.

This is the piece most businesses never get to. Today your ads are optimised on form fills, so the platform learns to bring you more people who fill in forms. That is genuinely all it knows about them.

Once EZCheck is running, every enquiry leaves behind something better than a form fill. It leaves a verified financial picture. Send the verified ones back to Meta as a custom audience and the platform goes hunting for people who look like them. Send the ones who could never pay to an exclusion list and it stops spending your budget finding more of those.

Your audience, built out of your own funnel
Using the consult volume you entered above
Month 6

Every enquiry EZCheck looks at lands in one of two piles. Both piles are worth money to you, and both get bigger every month you run.

Drag to watch it build

One column per month. The columns get taller because the piles keep growing. 360 enquiries checked by this point.

144
can afford the treatment
You send this pile to Meta as a custom audience. Meta goes out and looks for more people who look like them.
216
cannot afford the treatment
You send this pile to your exclusion list so Meta stops paying to find more people like them. They still get looked after, with a guide or a lower cost option they can afford today.

What this changes. Your marketing stops optimising for people who fill in forms and starts optimising for people who can pay for treatment. That signal is not something you can buy from anyone. It only exists because your own funnel produced it, and it gets stronger every month you run.

Counts come from the consult volume you entered. They show how the audience gets built and nothing more. They are not a forecast, a promise or a guarantee of what your advertising will do.

06
So what is it, exactly

AI Funding Solutions is the system. EZCheck is the engine inside it.

You are not buying a form. You are installing the front of your practice, and EZCheck is the part that decides who is worth a consult slot.

Installed into the funnel you already run
Your site. Your forms. Your CRM.
01
Your advertising
Learns from verified buyers instead of form fills.
02
Smart form
The enquiry lands where it always did.
03
EZCheck
Real financial data read on a soft pull. Able to pay, or not.
04
Smart routing
Consult slot, or a path that costs you nothing.
05
Your coordinator
Presenting the full plan to someone who can proceed.

Plain version. A patient enquires. Before anyone in your practice spends a minute on them, EZCheck reads their real financial position and tells you what they can afford. The ones who can get the slot. Everyone else stops costing you. And both answers go back into your advertising, so the next batch of enquiries is better than this one.

Soft pull, no score impact
Real credit, income and affordability read the moment they enquire. A hard inquiry only happens later, at full application, and only with their authorization.
An answer before you book
Seconds, not days. The decision happens while the enquiry is still warm, so nobody gives away a slot on a hunch.
Your funnel gets smarter every month
Verified patients build your custom audience. The ones who could never pay build your exclusion list. Lead quality stops being luck.
Nothing to rebuild
It installs into your existing site, forms and patient system. Your front desk does not learn a new system. It goes live in days.
And if you offer finance
Who you send matters more than who is on your lender panel.

Plenty of practices go hunting for a better lender when the real problem is that they are sending unverified people into an application. Qualify first and the same panel starts returning better answers. Finance sits at the end of this system and it works better because of everything that happened upstream of it.

07
How it works

Three things change. That is all.

  1. 01The enquiry comes inSame ads. Same forms. Same phone. Nothing changes at your front desk.
  2. 02EZCheck runs before you give up a slotA soft credit check reads the patient's real financial position and their score is untouched. You get an answer in seconds instead of a hunch.
  3. 03You give your slots to the ones who can proceedPre-qualified patients get the consult and the full plan. Everyone else goes down a path that costs you nothing, and both answers go back into your advertising.
08
See the real thing

Watch EZCheck qualify and route, live.

Not a mockup. This is the engine your enquiries run through. Real financial data in. A decision out.

09
The whole thing, one picture

Same team. A different practice underneath.

Before · booking blind
Ads and referrals you pay per lead Booked consult Coordinator presents guessing who can pay A few start never book hours burned on consults spend and data gone it stops

You pay for the enquiry once. Most never qualify, the consults burn on people who cannot pay, and when the spend is done the money and the data are gone. One direction, and it is over.

After · EZCheck installed

Ads to started treatment, then the money and the data go back around. Patients who proceeded become the pattern your ads hunt next month, the ones who could never pay build the exclusion list, and the ones who were not ready get worked until they are. This is the self-healing loop. This is what AI Funding Solutions is.

01
Your marketing
Learns from people who were financially verified instead of people who filled in a form.
02
Your funnel
Every enquiry is read on real data the second it lands and routed on what is true.
03
Your sales team
Spends the day in front of patients who can proceed, presenting the full plan.
04
Your finance
Gets sent verified people, so the same panel returns better answers.
10
Straight answers

The questions you are about to ask.

Does this hurt my patient's credit?
No. Pre-qualification is a soft pull and it does not affect their credit score. A hard inquiry only happens later, at full application, and only with their authorization. You can say that at the front desk and it is true.
Do I have to offer finance to get anything out of this?
No. The qualification and the routing are the product. Knowing who can afford treatment before you book changes your week whether or not a single case is financed. If you do offer patient finance it works better, because you are sending people who were verified first.
What actually changes in my marketing?
Right now your ads are optimised on form fills. After this, the enquiries that were financially verified go back to the platform as a custom audience and the ones who could never buy go to an exclusion list. The platform starts looking for more of the first group and stops spending your budget on the second.
Do I have to change my patient management system?
No. It installs into the funnel you already run. Your site. Your forms. Your patient system. Your front desk does not learn a new system. It goes live in days.
What happens to the people who do not qualify?
Two things happen, and they both pay you back. They stop costing you ninety minutes of clinical and coordinator time, and instead of being dropped they get routed to something they can actually use today. A guide, or a lower cost option you already offer. The relationship is not wasted and they can come back when the money is there. At the same time that list goes to Meta as an exclusion audience, so your advertising stops paying to find more people in the same position. You still look after them and your patient acquisition gets cheaper at the same time.
How long before I see anything?
The routing changes on day one, because from the first enquiry your team knows who is worth a slot. The advertising effect builds as your volume builds, since it learns from your own verified enquiries. One is immediate. The other compounds.
One next step

Go back to the person who sent you this.

They can walk you through what EZCheck looks like on your own enquiries, with your own numbers. That is the whole next step. Nothing to sign and nothing to change today.