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Referral process
Referral resources for the eAssist Team
Why Should Dental Offices Switch to Sunshine Payments?
The "Elevator Pitch"
Dental offices have the chance to reclaim their revenue, AND their, time with Sunshine Payments—a payment processing solution that is backed by an A-rating from the BBB.
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Sunshine Payments specializes in empowering modern dental offices. Together with our software partners, we deliver a single, plug-in solution that eliminates billing headaches, maximizes staff time, and improves patient collections.
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You can help them move beyond manual processes and switch to a payment system designed specifically for the complexities of a thriving dental practice.
Benefits & Features
Don't focus your conversations on the features, learn to describe the benefits the dental office will experience as a result of those features.
Accelerate Patient Collections
Accept payments easily before, during, and after visits via secure text-to-pay, email, and patient portals.
Complete Payment Versatility
Process all major payment types—card-on-file, contactless tap-to-pay, EMV chips, and HSA/FSA cards—all in-office or at the curbside.
Simplified Workflow For Your Staff
Your staff saves hours of time reconciling every day through our automated system.
Compliance
& Security
Rest easy knowing your solution is fully PCI and HIPAA compliant, protecting sensitive patient and financial data.
Automated Recurring Payments
Easily set up and manage installment plans for outstanding patient balances, improving cash flow.
Experience Excellent Customer Support
A Rated by the BBB means that you and your staff will receive quality customer care from our team with an incredible satisfaction rating.
Pricing
Many processing companies charge fees as high as 3.95% (or more) of ALL your offices' revenue from credit cards!
At Sunshine Payments, we've helped our dental clients save tens of thousands of dollars every single year they process with us. They can retain more of their revenue, without compromising quality of service.​
Processing Fees
Interchange Plus
2.29% in-person - 3.29% Online
Our competitive pricing provides consistently substantial savings for your dental offices, allowing them to keep more of their hard-earned revenue.
Cash Discount
NO COST Processing
Dental offices can offer a discount to patients who pay with cash or check, while the fee for credit card transactions is passed on to the cardholder.
Equipment Cost
Affordable Options
Upgrading equipment can be a concern. We offer great pricing on our state-of-the-art credit card terminals.
Monthly Payments
Offices don't have to pay a hug bill to switch. They can pay over time and start saving today!
Online Dashboard
Every office gains immediate access to the intuitive eAssist Payment Processing Virtual Terminal
Sales Scripts
& Email Templates
Below are the core scripts to get the conversation started and secure a commitment. For a full library of situational scripts and expanded email templates, please access the Master Sales Script Google Doc here.
The Opening Phone Call
Hi Dr. ___________, I’m [Your Name]. We’ve been helping you out on the insurance side for a while now, and I wanted to reach out because we just launched a new way to handle your patient payments & collections.
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Honestly, the goal is just to trim down those processing fees and save your front office some headaches. We’ve got a perfect track record with our other dental offices so far, so I’m confident it works. Would you be open to a quick cost comparison to see if it actually makes sense for your practice?
The Follow-Up Email
Hi Dr. _______,
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[I enjoyed our brief chat earlier / Sorry I missed you on the phone just now—I left a quick message at the front desk].
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As I mentioned, since we’re already helping you manage your insurance claims, I wanted to see if we could simplify the other half of that equation: your patient collections & in person payments.
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We just rolled out a new platform designed specifically to cut down those high processing fees and save your staff some time on the back end. Our dental clients who have switched over are really loving the streamlined workflow.
If you’re open to it, I’d love to run a quick cost comparison for you. You can get the ball rolling by filling out this brief form: https://form.jotform.com/233408931759061
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Once you submit that, I’ll take a look at the numbers and reach out to show you exactly how much we can shave off your current overhead.
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Best,
FAQs
Learn the most frequently asked questions from our dental office clients.
Q: I’m currently in a contract with my processor. Won't I lose money on a cancellation fee?
A. Most offices find that the savings we uncover are so significant—often hundreds per month—that the new agreement pays for that cancellation fee within the first 60 to 90 days. We’ll look at your current contract and run the numbers so you can see the exact 'break-even' point before you commit.
Q: I've used 'integrated' software before, and it was a nightmare to set up. How is yours different?
A. We specialize specifically in dental PMS integration. Our onboarding team handles the heavy lifting, ensuring a 'white-glove' sync with Dentrix, Eaglesoft, or Open Dental. We don't just send you a box; we stay on the line until your first transaction posts successfully to your ledger.
Q: My staff is already overwhelmed. Is this going to require hours of training?
A. Actually, this is designed to reduce their workload. Because it automates the posting of payments to the ledger, it removes the most tedious part of their day. Most staff members master the Virtual Terminal in under 15 minutes, and our 24/7 support is always there if they have a quick question.
Q: What happens if my internet goes down or the system glitches during a busy morning?
A. Our smart terminals have offline processing capabilities and 4G/LTE failover options. Plus, because our support is 24/7/365, you aren't waiting for an East Coast office to open. You get a live expert on the phone immediately to get your patients checked out without delay.
Q: I see a lot of processors come and go. How do I know you'll be around to support me?
A. eAssist is a name you already trust with your revenue cycle. We've chosen a platform that is A-rated by the BBB and holds a 100% satisfaction rating specifically from dental practices. We aren't a generic processor; we are a dental-first partner committed to your long-term stability.
Q: Can I keep my existing terminals, or do I have to buy new ones?
A. In many cases, we can reprogram existing equipment. However, most offices prefer our 2026-ready hardware because of the contactless and text-to-pay features. We offer pay-over-time options so you can upgrade your tech without a large upfront investment.
Closing the Deal
Here is your step-by-step guide to submitting the referral form.
Step 1: Open the Conversation
Utilize the Sales Scripts to introduce the value of switching to Sunshine Payments. Focus on time-savings and the BBB A-rating to build immediate rapport.
Step 2: Collect & Submit
Request the prospect's most recent merchant processing statement (all pages required). Once received, immediately complete the [Internal Intake Form - Link]. This allows our analysts to generate the side-by-side savings breakdown.
Step 3: Schedule the Quote Review
While the analysis is being prepared, secure a time on the client's calendar. Use the [Onboarding Specialist Booking Link] to schedule an appointment. Inform the client: "Our specialist will call you at this time to walk you through your custom savings report and answer any technical questions.
*Important Note:
The deal isn't "done" until the statement and form are submitted and the appointment is set. Don't wait for the cost comparison to be finished before scheduling the call—momentum is key!